Articles

Life Insurance - An Overview

Disability Insurance - An Overview

Retirement Planning For Professionals

Employment Contracts For Employed Professionals

Service, The Brokerage Company & The Agent

From Prospect To Claimant (A Disability Story)

Creating A Steadier Income Flow

And You Can Take It To The Bank

The Business Owner As Key Person

The Underwriting Dilemma


Speeches

Independent Life Brokers Summit October 4, 1999

Part 1 - Determining the need for disability coverage, evaluating alternative coverages, making written recommendations.

Part 2 - Taking the application, reporting to the insurer and client, annual reporting to the client, regarding options and coverage, providing timely advice and counsel.

Part 1 - Writing the bullet-proof application: providing documentation and substantiation of information provided and creating a reasonable expectation of the performance of the product purchased.

Part 2 - How to assist, not hamper, a disability claim.

IFBC Summit Fall 2000 - Permission Marketing

Client Service in a Demanding Age
presented at Independent Life Brokers' Education Summit, Seminar #20 - May 15, 2000

Anatomy of Disability Claims and Claimant's Attitudes
presented at Independent Life Brokers' Education Summit, Seminar #21 - May 15, 2000