Browse My Most Recent Articles

May 28, 2013
Buy term and “invest” the rest with indexed universal life

May 16, 2013
How much life insurance do I need? 6 steps that will help your clients decide

August 1, 2012
Is Fidelity Investments on a mission to deceive indexed annuity prospects and policyholders?

May 14, 2012
California resident victimized by a (Nea)sham?

March 12, 2012
The outrage over Glenn Neasham: a different perspective

February 22, 2012
​Getting started with your Ph.D. in interest crediting on indexed annuities and indexed life

January 5, 2012
Why the withdrawals to basis, then loans strategy is blasé

November 28, 2011
The 10/10 Rule: Ineffective and spreading like wildfire

November 16, 2011
Why are indexed life caps so much higher than indexed annuities?

October 24, 2011
Indexed life insurance gets sexy

August 3, 2011
Have you truly considered the effect of rider charges on a fixed or indexed annuity?

April 6, 2011
Educating consumers about financial services products

March 2, 2011
Indexed insurance products set 2010 sales records despite challenges

February 7, 2011
The basics on indexed universal life

Showing: 1 - 14 of 14