Impartial Insurance Advisor is a professional service for those who currently own or are considering the purchase of life, disability, or long-term care insurance, or an annuity, and want an independent opinion from someone not paid by commission.

The fee is one time. The savings/improvement is ongoing.

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Insurance Should Be Third Tier

I just finished a case that showcased how smart people are tricked by the insurance industry. As I reflected on it I thought of a simple exercise that can keep others from falling into the same trap. I’d like to share the story and solution with you. This client is a surgeon-- a pretty smart guy. Yet he did something so inappropriate I could cry. He bought a … [Read More...]