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...
Dec 1, 2025
Planning for Long-Term Care: A New and Innovative Solution I just wrote about planning for Long-Term Care in my June blog, but lately, this topic comes up more than any other insurance planning topic. Long-term care (LTC) planning has changed significantly over the...
Nov 1, 2025
From Making the Shot to Uninsurable (for 6 months) Life can change in a matter of seconds. It was a Saturday morning in late September this year at our local Y, playing half-court basketball with the 30-and-over crowd (I’m 46). I got past my defender, pulled up from...
