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...
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...
