Tag: Madam

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Insurance Policy Surrender…

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The most important person in the life insurance business TODAY is the ‘policy retention manager’. In every industry the MOST IMPORTANT PERSON keeps changing from time to time. Now is the time of the person who does the cleaning up after the ELEPHANT has done the big job! Over the past 10 years life insurance […]

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Financial Planning and the Media

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It is quite amazing to see how far away most of the media people are regarding the reality – especially in financial planning. Yesterday while flipping channels..i saw about 2-3 minutes of a program which was ‘discussing’ giving ‘Power of Attorney’. These are the things that I heard: – be careful to whom you are […]

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