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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Many of the life insurance policies sold in the past 3 years may not see the “logical end” of the policy as perhaps intended. In the United States of America the endowment plans are called “permanent” policies. A high percentage of existing “permanent” insurance policies will not make it to the finish line. They will […]

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Insurance is mandatory if you have a car!  If your car is worth insuring what about other assets?   Most doctors need at least some insurance to be in place as part of their overall financial plan. The question is how do you work out what insurances you need, how much and what for?  And […]

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