Preparing for the Unpredictable: Shielding Your Business from the 5 Ds – My Insights from a Vistage Group Meeting
Hello, everyone. I'm really happy to share my experience from a special morning at Hotel La Rose. I joined a group of business owners led by Vistage Group Leader,
Don’t Wait: Proactive Estate Planning Strategies for 2026
📣 Attention to all looking into estate planning! As a seasoned Wealth Strategist and Accredited Estate Planner (AEP), I've noticed a concerning trend: 'estate planning paralysis'. With estate tax
The Critical Role of Strategic Exit Planning for Business Owners
Did you know 75% of business owners regret selling their enterprise within just a year? 🚨 I'm here to shed light on the importance of strategic exit planning
The 5 D’s of Business Risk: Are You Prepared?
Are you prepared for the unexpected in your business? From sudden accidents to unforeseen disagreements, every business owner should be ready for the 5 D's: Death, Disability, Divorce,
Closing Life Insurance Awareness Month: Is Your Life Insurance Keeping Up with Your Life’s Changes?
Wrapping up National Life Insurance Awareness Month, it's crucial to revisit your coverage. With a $12 trillion gap, many are underinsured. As life changes, so should your policy.
Empowering Financial Pros at Phoenix Event
Taking off to Phoenix, Arizona where I'll be a keynote speaker at a Camas Advice event. 🎤 The focus? Empowering financial advisors and life insurance agents to maximize their
Beyond Insurance: Crafting a Comprehensive Long-Term Care Plan
Let's rethink Long-Term Care together. Insurance is just one part of a comprehensive plan. With changing landscapes and financial uncertainties, a well-thought-out plan is crucial. Products have evolved,