Category: Know Your Broker

How to Better Deal With Grief

We life insurance brokers have the dubious distinction of dealing with our clients in perhaps their most upsetting moment: at the death of a family member or close business associate. Other financial professionals help clients at other life events: the… Read More

The Purim Story: Let’s  Suppose You Were In It 

Class Study Guide The Book of Esther that is read on Purim seems a lot like a child’s tale. However, a closer reading of the text reveals a much deeper story. Looking behind the scenes, we can gain a greater… Read More

Why Do Leaders Fail?

In his commentary on this week’s Bible portion, Rabbi Sacks talks about failures in leadership. Let’s review some of his teachings and see to what extent they ring true. Two types of failure Leaders can fail for two kinds of… Read More

How to Raise Your Child to Be Happy? Say Thank You.

We in the life insurance business must coach people in how to be “other- oriented.” The benefit is, after all, for other people. We are especially gratified when we see other professionals preaching the same virtue. Studies have been published… Read More

How to Be There for a Bereaved Friend

Death is part of life, but it is a part for which we are not very well prepared. We life insurance brokers see this all too often when we deliver a claim check to a bereaved friend. This is especially… Read More

Economic growth = Income growth = Upward Mobility

This guest editorial in the Wall Street Journal was written by Robert Grady, who is a director of a private equity fund, the chief economic adviser to New Jersey Gov. Chris Christie, and chairman of the New Jersey Investment Council.… Read More

Heroic Women at the Birth of a Nation

This essay illuminates the key role played by women in the liberation of the Hebrews from Egypt, and the rise of Moses as their leader. Yocheved, Miriam, Shifrah, Puah, Zipporah, and Pharoah’s daughter each acted decisively at key points in… Read More

Minimum Wage = Minimum Accomplishment

We need an incentive to improve ourselves. Journalist, activist, and business owner John Hawkins makes this point. I think he is right because people relish a sense of pride and accomplishment. We improve ourselves, we increase our value to our… Read More

My Life’s Accomplishments

Assignment: Write a wish list of 15 – 25 experiences or accomplishments that you will have by the end of your life… Don’t be afraid to dream. I find this to be a very thought-provoking question. To give it my… Read More

Martial arts without Zen?

Assignment:Read the book, “Zen in the Martial Arts” by Joe Hyams. Choose your favorite chapter, and write a paragraph to a page explaining what you liked about it. I have chosen the chapter entitled, “Martial Arts Without Zen”, starting on… Read More