Carving Out A Long Term Care Insurance Plan

This is part two of the series on designing affordable LTCI plans using new visualization tools. Part One Visualizing a Long Term Care Insurance Plan appeared in the August 2017 issue of...... 

A Connecticut Yankee In King Arthur's Court

From the time that I myself was only knee high to a grasshopper, I was captivated by the wit and witticisms of Mark Twain. Known for Tom Sawyer and Huckleberry Finn, he was also a world traveler...... 

Where Do Life Insurance Products Go Next?

As we look at a world in flux, it’s important to remember that the only constant is change. Technology is a good example, as it has a far-reaching impact on other industries. Look at Uber,...... 

A Fit Inheritance

In December, 2015, my mom passed away. Five days later, my wife’s mom also passed away. Losing these two charming, gentle and endearing women from our lives brought great sorrow. We began the...... 

Life Insurance For The Wealthy

It is well known that wealthy individuals and families can utilize the benefits of life insurance for estate planning purposes.  A good estate planning attorney can incorporate an array of trusts and utilize measures to minimize the...... 

Three Ways An Indexed Universal Life Policy Is Ideal For Diversification In Retirement

In my finance classes growing up I was taught the benefits of diversification in my retirement assets. My basic high school understanding was that you need diversity in your portfolio with multiple stocks, bonds and mutual funds so that...... 

Getting Personal With Buy-Sell Planning

Many business owners understand the importance of succession planning but view it as a “tomorrow” issue because they are prioritizing other issues “today.” These owners are busy running the business, raising families,...... 


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