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

02.04.25

Leading with Time on Your Side

One of the most critical lessons I’ve learned during my career is the importance of effective time management. It’s not just about being busy but about being productive and focusing on what truly matters. So, I’ve created some actionable strategies you can implement in your own leadership journey.