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,…
In my 21+ years as a life insurance and financial services advisor, dealing with high-level executives and top-performing entrepreneurs, I’ve met clients with different levels of experience with investing. It’s interesting to hear the questions that come up in my meetings, these questions have mostly been around restructuring existing portfolios. If you’ve been having doubts like: Why don’t all of my asset classes perform…
If you own a life insurance policy or if you’ve been on the market for one lately, then you’ve probably heard of the ‘new regulations.’ I’ve come across many questions around these new regulations, the most persistent being: ‘What does this mean for my Life Insurance policy?’ So, here’s as complete an answer to that question as possible, without drowning…
The Life Insurance and Financial Advice industry is one where integrity, among other virtues; forms the base of solid service. If the core of our working model is to put the client’s interests above our own, us advisors could raise the bar together. Clients and advisers, here are the core questions that form the foundation of a great client-adviser relationship
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.
Amongst the many uses of Life Insurance, one of the most important is its use in protecting and safeguarding your business against the worst. Read how a well-structured Partnership Insurance policy can help your business survive the loss of a partner.
