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

04.15.25

Mark Meets a Million: The Power of a Simple Hello

I’ve always believed in the power of connection. Whether it’s business, leadership or life in general—success comes down to the relationships we build. But somewhere along the way, we’ve started to forget the simple joy of talking to people, of meeting someone new just for the sake of it. That’s where Mark Meets a Million comes in. 

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.