Sep 1, 2026
Life Insurance Awareness Month: Back to the Basics September is Life Insurance Awareness Month. This is a great time to take a step back from the technical work that fills our days, the illustrations, internal rate of return (IRR) calculations, trust structures, tax...
Jul 1, 2026
250 Years of America, And The Life Insurance Companies That Stood the Test of Time This year, America turned 250. It’s the kind of anniversary that invites reflection, not just on how far the country has come, but on what actually lasts. America is the land of...
Mar 1, 2026
A New Arrow In Our Quiver When Planning for Long-Term Care Long-term care planning has evolved significantly over the past decade. Gone are the days of traditional long-term care insurance. When I say traditional, I mean the kind I sold early in my career (early...
Feb 1, 2026
Built to Last: What Enduring Family Businesses Teach Us About Continuity There’s nothing better than when our profession provides moments of clarity — a reminder of why our profession matters. This week, I will be hosting a family business panel at the University of...
Jan 1, 2026
Kyle Busch vs. Pacific Life: Lessons for Advisors High-profile cases can expose risks in our business that, unfortunately, we see more often than one might expect. The lawsuit filed by NASCAR champion Kyle Busch and his wife, Samantha, against Pacific Life and an...
