For nearly 5 decades, I have worked inside the life insurance industry at every level of practice – advisor,  leader, educator, and strategist—witnessing both the power of a policy fulfilled and the consequences of one left without stewardship.

   I provide individual coaching and consultancy services in Insurance Excellence for Advisors, and engage with others through numerous speaking engagements that I have created on a variety of insurance and estate planning related strategies and ideas.

  Here are some of my most popular presentations:

• "Future-Proofing Advisor Practices" - The Untapped Power of In-Force Policy Servicing
  

• Unlock the Power of your Legacy Planning Conversations

• Navigating Family Dynamics in the Era of the Great Wealth Transfer
  

• Creative Charitable Giving Solutions Using Life Insurance

• Positioning Insurance Strategies for High Net-Worth Clients

How to unlock hidden revenue through servicing your in-force book of business! - click here