01.21.21

Survivorship life insurance is a joint policy for couples, and it could make sense if there’s an age gap or health issues

Survivorship life insurance may not fit everyone’s situation, but it’s definitely something to discuss with a financial professional. I shared some insights on these unique policies with Ronda Lee of Business Insider — check out the article to see if this type of policy is right for you. Read the full article here.

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.