Success Stories

I have consistently found that relating real life case studies is the most effective way to relate the nature of what I do and how I bring value to the advisor market and to their clients, the policy owners.

I intend to post a monthly story to give people an understanding of typical engagements. Some will be mundane and some will be quite interesting. I hope you enjoy and get something out of it.

The Importance of
the “Second Opinion”.

The Importance of the Second Opinion

“Shooting from the Hip
Hit or Miss?

Shooting from the Hip - Hit or Miss?

Not an Expert on
Life Insurance? Call One!

Not an Expert on Life Insurance - Call one

Objective Information Drives Informed Decisions