When you near retirement, if you don’t already have a plan in place you’ve missed some of your best opportunities for a winning retirement strategy. Start as early as you can, but if you do find yourself playing catch-up, don’t worry; these six tips can help you get your plan on track.

Not many people are familiar with mortgage protection insurance; it might be worth a conversation with a financial professional to see if it’s right for you. This article is a good starting point — I shared some insights that can help clarify this type of policy.

With businesses eager to get back to normal operations, why would we consider implementing a permanent remote work program at Brokers International? Because it’s rare to find an opportunity that aligns an organizational cost-savings initiative, recruitment and retention benefits, and employee morale enhancement.

To get life insurance for someone else, you need two things: an insurable interest in their lives, and their permission. Here are some insights about these requirements I shared with Ronda Lee of Business Insider.

I spoke with Kirsten Joyce of CBS 8 News Now in Las Vegas to share some tips for consumers looking to boost their financial planning strategies. Check out the interview and get some ideas for your own financial plans.

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.

Today I thought I’d talk a little bit about the power of Employee Engagement and when I think about Employee Engagement my number one goal is to have the entire company rowing in the same direction. Where some of you might say everyone has the eye on the prize and that takes a little bit of effort and some thinking in a lot of different areas of the company.

Without an intentional and thought-out approach, any productivity initiative is likely to produce more sizzle than substance and ultimately lead to lower productivity rates for your employees. Here is how I approach productivity, both in my own career and at my company, Brokers International.

If you’re married, a traditional individual life insurance policy might not be your best choice. I spoke with Ronda Lee at Business Insider about joint life insurance policies and why they are worth a look.

You never want to use your life insurance, but when a term policy ends, what happens to the money you’ve put into it over the years? I spoke with Ronda Lee at Business Insider about policy add-ons that can let you recoup your premiums when the policy expires.

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.

It’s never too late to start taking control of your financial situation. I joined WNEP-16 to discuss tips for investing in 2021.