Tag: Financial Protection

The C-Suite Dilemma We Don’t Really Talk About

The C-Suite Dilemma We Don’t Really Talk About

Up until very recently, I used to serve two right-fit client categories: The High Net Worth (HNW) Entrepreneur and the High-Income Executive.  The High-Income Executive group comprised individuals who were in C-suite positions with the powerhouse companies – the Fortune 500s, the big airlines, the energy giants. These executives typically earn an income between US$ 500,000 to US$ 1.5 million…

More info

Case Study: Have You Got Your Lifeboat In Place?

Case Study: Have You Got Your Lifeboat In Place?

When I joined the Life Insurance industry back in 1999, I was a young, ambitious, and impressionable advisor.   I got coached by an old-school advisor who taught me to use some pretty dramatic analogies and metaphors when selling Life Insurance.  Some of these included positioning Life Insurance as a lifeboat or the spare wheel that saved the day when you…

More info

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…

More info

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…

More info