June 3, 2019
Yes, that is a problem that, without question, comes up in the day to day lives of even the crème de la crème life insurance agents during their career – […]
August 4, 2017
Okay, this article gets back into the macro sphere, and is not industry specific. It’s all about knowing what you want, and how you look at your wants, that is, your […]
July 27, 2017
Attention Life Settlement Buyers and Premium Financiers For those of you that are looking to acquire a single, a few, or a large portfolio of policies, as a one off […]
July 13, 2017
Attention Life Insurance Agents and Investment Advisors For those of you that are looking to acquire an existing book(s) of business, to expand your practice, or to buy an agency […]
June 13, 2017
Motivation or inspiration – what is really the best attribute to have as an individual? We often hear about someone who is highly motivated, yet rarely hear of someone being highly […]
June 6, 2017
To all Top of the Table Life Insurance Agents: We all know that regardless of the wealth and liquidity of your clients, it’s rare that they love to pay premiums, even […]
May 9, 2017
The intended audience of this article is mid-cap private corporations with non-bankable capital requirements. However, this also applies to non-bankable small and large cap companies, as they face the same challenges. […]
April 25, 2017
Good day: This note is primarily directed to sophisticated investors, yet can be applicable to high end advisors and brokers with wealthy clients. I am an investor – no axe to […]
April 12, 2017
Good day: I am writing to you as an investor, not a broker or intermediary, to assist qualified investors in cutting through the smoke and mirrors, and a lot of […]