life insurance Archives | OC Consulting Group

The chances this was put together by someone who knows any more than how to spell life insurance is very

What to do with existing policies By Bill Boersma As might be expected, I’m getting more calls lately from advisors,

Three rules to remember for layering in a basic level of protections for your clients. While there’s likely no way

I periodically peruse the web to see what other insurance professionals are writing about. Sometimes I agree wholeheartedly and sometimes

A relationship manager at a bank called to tell me his client asked him if he should be paying the

Lately I have been involved in a few situations where there was clearly a lack of understanding about the concept

The life settlement market isn’t what it used to be but it’s not dead. We have negotiated a couple of

I continue to be amazed at the willingness of consumers in the market to put significant life insurance transactions in

As the founder and principal of Opportunity Concepts, LLC, a life insurance consulting and management practice, my days are filled

I regularly get asked about the “Insurance Triangle”, what it is and how it plays into things. This is a

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