Our Blog

Hi Brian: I believe you’ve heard me discuss term convertibility before. This is the policy owner’s right to convert to

Not everything from an insurance carrier can be taken at face value. I’ve long understood that people and computer systems

This piece is to advise policy owners and advisors to be beware of taking what you see on in-force ledgers

A financial advisor referred to me a client for the primary purpose of evaluating a large cash value policy. In