Jun 1, 2026
Insurable Again! The Impact of Underwriting Advocacy… and My Personal Journey Most people assume life insurance pricing is straightforward. What most people don’t realize is that the health underwriting classification the insurer assigns directly determines your...
May 1, 2026
When Wealth Skips a Spouse Protecting the Bypassed Spouse in Trust-Based Bloodline Transfers Most estate plans for wealthy families are built around one simple instinct: keep the original family wealth in the bloodline. It’s an entirely reasonable goal, and one...
Apr 1, 2026
Unfinished Business: The Connelly Case For as long as I have been in this business — over 20 years — entity-redemption buy-sell agreements funded with life insurance provides a simple solution to a complex business succession issue. Connelly v. United States changed...
