Tag: Financial Industry

A Financial Advisor’s Take on the Pitfalls of Investment

A Financial Advisor’s Take on the Pitfalls of Investment

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…

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How the New UAE Regulations Impact Your Life Insurance Policy

How the New UAE Regulations Impact Your Life Insurance Policy

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…

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This Is What Makes You A Good Life Insurance or Financial Advisor

This Is What Makes You A Good Life Insurance or Financial Advisor

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

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