After years of sharing my content across different platforms, there’s one thing I never tire of hearing. And that is the phrase: I didn’t know THAT about Life Insurance! So, I thought I’d compile a short list of all the things you don’t know you don’t know about Life Insurance. Some of these Life Insurance nuggets might help you to…
A few weeks ago, I wrote about the C-suite Dilemma. The article focused on the major personal finance challenges that C-suite executives face when they are ready to step down from the upper echelons of the corporate world. The article led to a few executives in my network reaching out to me to discuss their particular situations in closer detail.…
I’ve got two rather personal stories for you today. They both stem from the same set of circumstances but have completely different outcomes. In one case, I lost my client’s trust and over time, regained it. In the other, I lost it and never got it back. Both stories are emotionally laden for me. They take me back to one of the hardest points in my career so far.
Over the course of my career, I’ve successfully exited two partnerships. One of these partnerships was with my brother. We ran a thriving Insurance Brokerage together. We knew how important it was to get the right business protection in place. And so, my brother and I got around to the difficult conversation that so many business partners don’t want to…
Recently, I wrote an article on the C-Suite Dilemma. It piqued the interest of some high-flying executives in my network and led to a few interesting conversations. The gist of my article was ‘Make hay while the sun shines.’ Get all the right plans and policies in place while you’ve got a steady income inflow. The natural follow-up response to…
I see this often: Entrepreneurs often include themselves on their company’s group medical insurance plan. Alternatively, with family businesses especially, the entire business-owning family would be on the same group medical insurance plan. While this does come with a certain cost-benefit, neither of these approaches is a wise long-term move. I recommend that entrepreneurs, business partners, and family members in…
When it comes to purchasing Life Insurance, you’ll often hear the ‘time is of the essence’ pitch. Many Life Insurance agents are trained to use the passing of time as a scare tactic to create urgency to buy. While that is by no means pleasant to hear, it does have an element of truth attached to it. These pitches usually…
Do you know how some books stay with you long after you have read them? One such book for me was David Maister’s ‘The Trusted Advisor.’ The content resonated deeply with me overall but one particular chapter got me thinking about the financial services sector, especially here in the UAE. This chapter was about transaction versus long-term client relationships. Initially,…
Over my 22 years in the Life Insurance industry, I’ve seen many methods of wealth transfer from one generation to the next. I’ve noticed two major trends: One is the preference for more liquid assets and the other trend is the rising matter of ‘choice.’ Let me explain: With every passing generation, we’re seeing the increased awareness and practice of…
“You can’t please everyone, you’re not a jar of Nutella.’ It’s got to be a great article if it opens with a Nutella meme, right? If you’ve been following my content for a while, you know that one of my goals is to create more ‘free time.’ I’d like to spend less time working while still upholding exceptional standards of…
