How to Build Your Network

For many businesses, and certainly throughout the insurance and financial services fields, the process of… Read More

Estate Planning To-Do-List – No Matter What Stage of Life You Are At

I have worked in the financial services industry with life insurance products and estate planning… Read More

Using Life Insurance to Offer Diversified, Tax-Advantaged Retirement Savings

Regardless of your financial situation, for most of us, saving the right amount of money… Read More

Underwriting in the Time of COVID-19

As with all industries, the insurance market has been greatly affected by the COVID-19 pandemic—particularly… Read More

Rethinking the Approach to Long-Term Care Insurance

Historically, there are many who do not purchase Long-Term Care (LTC) Insurance despite the increasing… Read More

Using Endowments for Sustainable Giving

One of the biggest challenges facing nonprofits with large individual donations, is losing an annual… Read More

MA Paid Family Medical Leave Act: Overview and Update

By now, most businesses are aware and have engaged in the preliminary steps toward rolling… Read More

Reviewing Life Insurance Needs in the Time of COVID

As we enter Life Insurance Awareness Month, it seems a good moment to reevaluate why… Read More

Estate Planning Today for the World You Want Tomorrow

Often, when I begin a discussion with a client on estate planning, I remind them… Read More

Mitigating Downside Risk in the Market with Annuities and Life Insurance

There is a pervasive myth that insurance products produce mediocre returns. In truth, though life… Read More