Category Archives: Financial Literacy

Banned and Still Not Going Away: Stranger-Owned Life Insurance:

In yet another example of an abusive life insurance sales practice that just won’t go away despite being a banned practice, Stranger Owned Life Insurance (STOLI) – also known as Investor Initiated Life Insurance has resurfaced according to a press … Continue reading

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The Right Time to Buy Life Insurance is When You Need Life Insurance:

While this seems reasonable enough, many life insurance policies are bought for other reasons than actually needing insurance.  The following article talks about a new planning method that’s being promoted to use Life Insurance to help with Financial Aid for … Continue reading

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National Financial Educators Council (NFEC) Features Insurance Literacy Page for Tony Steuer

Over the last few months, I’ve been working more closely with the National Financial Educator’s Council (NFEC) and am pleased to announce that they have created an Insurance Literacy Page to help spread the word on Insurance Literacy.  The NFEC … Continue reading

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The Right Time to Buy Life Insurance is When You Need Life Insurance:

While this seems reasonable enough, many life insurance policies are bought for other reasons than actually needing insurance.  The following article talks about a new planning method that’s being promoted to use Life Insurance to help with Financial Aid for … Continue reading

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Interview with Aaron Crowe for Bestlifequote.com: 18 Ways to Save on Life Insurance

Thanks to Aaron Crowe for the opportunity to comment for his article on Bestlifequote.com on “18 Ways to Save on Life Insurance”.  Aaron takes a close look at some ways you can save on life insurance.  Remember, each insurance company is … Continue reading

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Interview with Tamara Holmes for Insurancequotes.com: 5 Factors That May Influence Your Life Insurance Rates

Thanks to Tamara Holmes for the opportunity to be a source for her article on Insurancequotes.com on “5 Factors That May Influence Your Life Insurance Rates”.  As always, Tamara provides a new and unique perspective on a much written about … Continue reading

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Settlement Benefits Association Issues Life Settlement Tax Guide

Life Settlements are still a new area and one that has been filled with controversy and inconsistencies.  One of the areas is taxation which is always complex.  The Settlement Benefits Association has put together a tax guide for life settlements … Continue reading

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Selection for recognition on Financial Educators Day

April is Financial Literacy month which is the movement to increase American’s financial education and awareness. For followers of this blog and my content, you share the goal of increasing Insurance Literacy.  Americans pay thousands of dollars each year for … Continue reading

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Interview with Tamara Holmes for Blackenterprise.com: Life Insurance 101: The Dos and Dont’s of Buying Life Insurance

Thanks to Tamara Holmes for the opportunity to be a source for her article on Blackenterprise.com on “Life Insurance 101: The Dos and Dont’s of Buying Life Insurance”. Tamara’s article highlights top tips to keep in mind when buying life … Continue reading

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Interview with Jay MacDonald for Bankrate.com: How Much Life Insurance Should I Buy?

Thanks to Jay MacDonald for the opportunity to be a source for his Bankrate.com article on “How Much Life Insurance Should I Buy?”. Jay’s article provides another insightful perspective on the eternal question of “How Much Life Insurance Do I … Continue reading

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