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.

Life Insurance Loan Refinancing

Vetting a Premium Finance Deal

A Plain Jane Policy Analysis

Details of a Fraud Case

Life Settlement Saves the Day

Managing Your Life Insurance - What does that mean?

Not an Expert on Life Insurance - Call One.

Salvaging Loss in a Life Insurance Policy

Shooting from the hip - Hit or Miss

The Importance of the Second Opinion

Timing of Premium Payments

Another Second Opinion