Most Advisers Don’t Qualify as a (CIC) Fiduciary

The Legal Requirements & Funding Levels to Create Captives Are Reasonable

The Scrutiny of the IRS is Exposing the Shams, Scams and Shell Games

Captive Insurance Companies Help You Manage Your Own Risk

Captive Insurance Companies, the Business Alternative

Life Insurance Has More Lies, Misunderstandings and Myths Related to It Than Any Other Financial Product

The Tax Benefits of Life Insurance Work for the Living as Well as the Dead

Women Disproportionately Suffer Economic Hardship as Widows

Using Business Monies Wisely is a Bang for the Buck Proposition

Bond Accounts May Be Vulnerable to the Fed’s Interest Rate Upticks

Discounted Dollars Can Be As Low As Pennies on the Dollar

Insuring Children, Grandchildren, and Business Associates Creates a Multi-Generational Legacy

Lifetime Earnings Can Accumulate to a Substantial Amount

The Underinsured Are A Bigger Demographic

The Highest Use of Money for Any One Financial Goal is the Goal

Omissions May Cost Consumers Millions in Savings

Matching Your Health Condition to the Right Insurance Company - Bidding Your Insurance Out

Contrasting & Comparing Contracts Can Help You Sort Out the Best Value

Life Just Happens & Your Finances Need to Pivot with Those Changes

You Need to Do an Annual Review; It Could Mean Money in Your Pocket