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Category: Insurance Tools

Life Insurance For The Living?

“I have enough life insurance to bury me.” That’s what most people tell me. Many of my customers can talk easily about stocks, bonds, and real estate, but they often don’t understand the many usages for life insurance besides a death benefit. In my…

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When Should Children Have Access To Their Inheritances – Rob Clarfeld

Regardless of whether or not you are subject to the estate tax, it is essential to have a current will and related documents. I recently wrote two articles on the sticking points that can cause well-intended adults to delay the execution of their estate…

What Do Customers Want in Life Insurance – Tony Vidler

In the life insurance area of financial services the answer is even tougher to find than usual, because insurance is for virtually all consumers an absolute grudge purchase.  When we think about it logically every person who buys insurance (especially life or disability insurance)…

The new-world insurance agent — TechCrunch

Silicon Valley is building the new-world insurance agent. My grandfather started selling insurance in the 1950s and insurance eventually granted him the American dream. Today, the industry accounts for 7 percent of U.S. GDP, with more than $1.1 trillion of net premiums paid annually….

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