PPPP – Case Examples An attorney contacted me to review a transaction for a client on the precipice of entering a significant Indexed UL Read More
Where to go from here? Pick up the phone. I’m looking forward to discussing this with you. A phone call is simply the best way Read More
Putting Fees Into Perspective Here’s an interesting bit of information. $1,000,000 at 8% over 30 years grows to $10,000,000. Now let’s assume an investment Read More
Insurance Fees in Relation to Other Transactions When it comes to being attentive and analytical and paying for advice and counsel, your clients go to great lengths Read More