01.28.21

Cash surrender value is the money you’ll receive if you cancel permanent life insurance, and there are tax implications

What is cash surrender value, and what might it mean for your financial planning strategy? I spoke with Ronda Lee of Business Insider about the ins and outs of this feature of permanent life insurance policies. Read the full article today.

Latest Posts

04.03.25

I Reacted Too Fast and Got It Wrong—Here’s What I Learned

We’ve all been there. A problem lands on your desk, emotions run high and before you know it, you’ve reacted—maybe a little too quickly. I recently had an experience that reminded me why taking a step back before making a decision is one of the most valuable skills a leader (or anyone in business) can develop.