Demystifying Life Insurance

Case Study: Insurance Industry Veteran Mike Shean of the Dormie Group in Chicago

The $30M Case That Changed Everything: How AI Helps the Veteran Agent Unlock Hidden Opportunities

Jul 20 • 

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April 2025

Why This 27-Year-Old Professional Used VUL to Achieve His Goal of FIRE

How permanent life insurance gave this high earner a head start on achieving financial independence and retiring early

Apr 25 • 

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How Financial Services are Failing Women

Why Generational Shifts Mean Advisors Must Tailor Their Advice or Risk Losing Their Business

Apr 11 • 

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The Art of Communication

How to Improve Your Icebreaker Questions When Networking

Apr 2 • 

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March 2025

Creating Generational Wealth with IUL and VUL Policies

A Case Study on How Combining Strategies Can Build a Family Legacy

Mar 20 • 

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The Hidden Dangers in Your Life Insurance Policy Could Be Costing You Thousands

How an Annual Review Can Save You Money and Secure Your Financial Goals

Mar 6 • 

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February 2025

From Keeping Up With The Joneses to Keeping Up With the Kardashians

Understanding how desire skews our understanding of wealth today

Feb 20 • 

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The Power of Starting to Save Early

How Saving Across Decades Shapes Your Financial Future

Feb 6 • 

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January 2025

Principles for Building Quiet Wealth

The Timeless Formula for Building Wealth

Jan 23 • 

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December 2024

Understanding Long Term Care Insurance

Why Attaching a Long Term Care to your Permanent Life Insurance Makes Sense

Dec 4, 2024 • 

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November 2024

Whole Life Insurance: A Steady Ship in Stormy Market Waters

A brief analysis of how whole life permanent life insurance can insulate against market volatility

Nov 12, 2024 • 

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October 2024

Should I Convert My Convertible Term Policy?

A Case Study On Why Sometimes Letting Convertible Term Lapse is the Best, Most Optimal Strategy

Oct 23, 2024 • 

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