My wife and I had to deal with the loss of both her parents recently. We were fortunate that her parents had their estate fairly well organized. But after going through all of the issues that needed addressing – proper care for her mother during her final years, selling their home, disposing of property, dealing with the lawyers and CPAs, etc.; I was reminded of some basic tenets we often talk about in the insurance business, basic principles we need to apply to our clients and to our own … [Read more...]
About the Author
Jon co-owns Davis Life and Annuity and has over 25 years experience in the insurance industry. A fellow of the Society of Actuaries and a Member of the American Academy of Actuaries, Jon has held several key positions including President of Conseco Securities broker/dealer, Director of Fixed Annuities and SVP of Life and Annuity Product Development. Jon's knowledge of the insurance industry and background in product development enhances Davis Life's ability to provide industry-leading financial solutions and products. www.davislifeandannuity.com.