Category: Life Insurance & Financial Advice
7 Ways Entrepreneurs Use Life Insurance
When I get asked what I do, I tell people I’m a Life Insurance Advisor to High and Ultra High Net Worth Entrepreneurs. A common...
Read This Article
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...
Read This Article
Things You Don’t Know You Don’t Know About Life Insurance
After years of sharing my content across different platforms, there’s one thing I never tire of hearing. And that is the phrase: I didn't know...
Read This Article
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...
Read This Article
What Partnership Insurance Does For Your Business
Over the course of my career, I’ve successfully exited two partnerships. One of these partnerships was with my brother. We ran a thriving Insurance Brokerage...
Read This Article
Why Do High-Income Executives Need Life Insurance?
Recently, I wrote an article on the C-Suite Dilemma. It piqued the interest of some high-flying executives in my network and led to a few...
Read This Article
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...
Read This Article
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...
Read This Article
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...
Read This Article
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...