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Recent Articles

What is Money

When I was in college in the mid 1980’s, my dad told me of a book he read years earlier when he was [...]

What To Do If You Are Declined for Life Insurance

I’ve heard many times someone say, “Since I was turned down by Company A, let’s apply to Company B a[...]

Planning for a Special Needs Child

Long term financial and family planning for a special needs child and traditional planning will over[...]

Is Life Insurance “Sold” or “Bought”

When I first got into the insurance business almost 20 years ago, my initial trainers back then taug[...]

Do you dip?

About 12 years ago, I met with John, a 57 year old client who wanted additional life insurance. He w[...]