I believe in full transparency when presenting solutions to my clients for their goals and needs. There is no one perfect product for everyone, and so we need to do a complete fact-finder to find the right product to satisfy the situation. Sometimes there is no solution that I can offer, and I will state [...]
Transparency should be embraced by agents, insurance companies and our consuming public should demand it. Transparency will make us better agents and will make insurance companies better product providers.
What Your Broker Doesn’t Want You To Know About Variable Annuities Disclaimer: In the early part of my career, I was licensed to sell variable annuities; I no longer maintain my securities license. The article below is gleaned from a wide array of information available to anyone; all you need to know is where to [...]
Digital communication and information access is (quite suddenly) lifting the veil around many institutions and sources of information that were once shrouded in mystery.