Category: Case Study
Right Time to Buy Life Insurance Series: Too Late Procuring Life Insurance
I’ll go straight into a short but rather unfortunate case study. In 2003, I got introduced to Ritesh, a businessman who needed to procure Life...
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How to De-Risk Your Wealth and Finances as a C-Suite Executive
A few weeks ago, I wrote about the C-suite Dilemma. The article focused on the major personal finance challenges that C-suite executives face when they...
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Dear Entrepreneur: Are You on Your Company’s Group Medical Insurance Plan?
I see this often: Entrepreneurs often include themselves on their company's group medical insurance plan. Alternatively, with family businesses especially, the entire business-owning family would...
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The Right Time to Buy Life Insurance Series: How A Smoker Took the Plunge
When it comes to purchasing Life Insurance, you'll often hear the 'time is of the essence' pitch. Many Life Insurance agents are trained to use...
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Case Study: Have You Got Your Lifeboat In Place?
When I joined the Life Insurance industry back in 1999, I was a young, ambitious, and impressionable advisor. I got coached by an old-school advisor...
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Case Study: Acquiring Debt to Ease Wealth Transfer
Debt has got a bad name. The goal for so many of us is to clear debt, get rid of it swiftly. While most of...
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De-Risk Your Joint Partnership Business with Life Insurance
As an entrepreneur in a joint business partnership, it is important to think about the repercussions your business partner may face should something happen to...
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Everything You Need To Know About ‘Buying Term and Investing the Difference’
Life Insurance policy shopping can be a confusing, overwhelming experience. More so now than ever before, with all the multitudes of advice and information that...