If you’ve heard your Life Insurance Adviser talk about Critical Illness cover, but thought it wasn’t for you, think again. Critical Illness Cover has, in many cases, been the saviour in dire circumstances. Here is what you need to know about it.
Imagine leaving your loved ones an estate you built all of your life, only to find that it will pass on with a massive tax bill.
Inheritance tax, unfortunately, is a hard reality that causes a lot of families to dissolve generations’ worth of assets. But Life Insurance can come handy to protect your estate. Here’s how we protected my client’s estate with the right Life Insurance policy.
Are you an American expat in the UAE looking to purchase Life Insurance? IRS classes certain policies as PFICs or Passive Financial Investment Companies. This complicates things and has serious consequences if not reported back home. Here are my quick tips on how you can invest in a Life Insurance policy safely.
My client retired at 42, after he hit all his financial goals. This is a person who I saw through right from the modest beginnings of his career all the way to an early, very comfortable retirement. Over his 20-year career in the UAE, I watched how he meticulously set a plan and followed through – A success story worth sharing.
I had the fantastic opportunity to speak at the MDRT Top of the Table 2019 Conference.
I learned some invaluable lessons from my experience, and I wanted to share them with you. If you’re a speaker, or ever find yourself in a position where you need to address an audience, then these pointers will help.
Many parents tend to project their dreams and their idea of success onto their children’s futures. They make choices for them, rather than with them.
My wife and I adopted a different approach. We decided to set goals with our children, not for them.
Consider this an ode to the MDRT Foundation – an organization that has helped me learn about and support charities and causes in the world that I would otherwise have no idea about. MDRT Foundation is an arm of the Million Dollar Round Table (MDRT), a prestigious body of the world’s top financial advisors. Most people I know, friends, clients, and fellow financial…
When I ran an ultramarathon across the Sahara desert, I came to a few deep realizations about myself and about the way I do business. Here are the unexpected but invaluable business lessons I took back from that adventure.
When I pulled out of my own life insurance brokerage six years ago, a lot of people thought I was making a huge mistake. But for me, the decision came from a big, big realization. I realized that running an ambitious, rapidly-growing brokerage was totally draining me of the time and energy to focus on the things that I was…