Tag: Financial Protection

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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Everything You Need To Know About ‘Buying Term and Investing the Difference’

Everything You Need To Know About ‘Buying Term and Investing the Difference’

Buying a Life Insurance policy can be a decision-heavy journey. What kind of policy should you buy? How much cover do you need? How do you know you’re not overpaying? One big question is: Should I pick Term Life or a Whole Life Policy? In this article, I explain the concept of ‘Buying Term and Investing the Difference’.

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