Category: Know Your Broker

Be Like Water

As a BaGua Kung Fu practitioner, I take heart from the wisdom of the masters who came before me, and who teach me to this day. Bruce Lee is one of them. Bruce was an expert at applying the principles… Read More

Big Thinking does not mean having Big Goals

Matt Furey is one of my favorite self-development teachers. I have been learning from him for years. Below you will find his approach towards goal setting. The idea is to Think Small, so you can Grow Big over time. Incremenetal… Read More

WHAT I DO AND HOW I CAN HELP

Do you want to know what sets me apart from other businesses? I am dedicated to putting my clients’ best interests first and making the life insurance process streamlined and clear. My passion is to ensure that my clients have… Read More

RELIGION AND LIFE INSURANCEIn a prior post, we talked about how conventional wisdom cautions against mixing politics and religion with business – but that in truth, these two topics are highly influential on business, and really should be discussed. Of course, there is a right way to do so.

That article pointed out the impact of politics on the life insurance consumer. Today, we will relate how religion has an equal – if not greater – impact on the purchase of a policy. Here goes: how do you feel… Read More

The Wonderful Wizard of Odds

In the early days of my career, I worked with a senior agent whom we called “The Wonderful Wizard of Odds.” Clearly it was a play on the “Wizard of Oz.” But unlike the fraud “behind the curtain” in the… Read More

Do You Dare to Be Different?

To be yourself often means standing out from the crowd. Many successful people know this. As a matter of fact, business writer Catherine Kaputa talks about how many entrepreneurs that have made it are contrarians. Here is one example that should be… Read More

DO YOU REALLY UNDERSTAND YOUR FINANCIAL ADVISOR?

I’ve recently been featured as guest contributor in Advisors Magazine.  You can read the article here. Read More

THE BEST EXPLANATION FOR PULLING OUT OF SYRIA I HAVE FOUND

There has been much debate about the pros and cons of President Trump’s decisions to pull troops out of Syria. The commentary below is the best explanation I have found for why it is the right move. The author is… Read More

EXECUTORS OF LEONA HELMSLEY’S ESTATE AWARDED $100 MILLION IN FEES

I am glad to hear that a New York surrogate court awarded the executors of the estate of Leona Helmsley $100 million in fees. The entire estate was worth $5 billion. Having served myself as an executor for the estate… Read More

TAKING A KNEE – FOR THE FREE MARKET

The hot controversy over NFL players taking a knee during the national anthem, has an angle that has been under- played, but which is nonetheless crucial. It deals with the corporate responsibility – or lack thereof – of the league.… Read More