Blog articles published on ricksondsouza.com
When I get asked what I do, I tell people I’m a Life Insurance Advisor to High and Ultra High Net Worth Entrepreneurs. A common follow-up question is: Do entrepreneurs use Life Insurance differently? After having specifically served this segment for over 10 years now, I can confirm that entrepreneurs, especially High Net Worth entrepreneurs do indeed use Life Insurance…
I’ll go straight into a short but rather unfortunate case study. In 2003, I got introduced to Ritesh, a businessman who needed to procure Life Insurance cover worth US$ 2-3 million. The bank had asked Ritesh to provide some form of collateral to be able to continue extending the credit facility that they had been extending to him for the…
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.…
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…
