Scooped By Wall Street Journal?

by | Nov 22, 2012 | application process, estate taxes, executives, financial adviser, guarantee, guaranteed level premium, high net worth, insurance, life insurance, no lapse guarantee, universal life

For months, no years now I have been writing about and telling clients about the best permanent product on the life insurance market and how, if they drug their feet long enough considering the purchase, a day would come when they would look back and say, “Dang!...

Is Estate Planning Dead?

by | Feb 3, 2011 | estate taxes, insurance, life insurance

No, really!! That was the front page headline on and industry publication I get called Insurancenewsnet Magazine. Without even opening up the magazine I know where the rant is headed. Never in the history of estate planning has there been more opportunity to be as...