Recent Articles
Today’s retirement landscape is fundamentally different from what most of us took for granted just one generation ago....
When I founded Stonewood Financial over 20 years ago, I had no idea the industry force it would become. At the time, we...
Last month, the U.S. Department of Labor finalized the much-discussed Fiduciary Rule for retirement plans. The new...
It doesn’t take an actuary to know today’s market is in a volatile tumble. The social distancing protocol of the...
Today's IUL is very different - in design and use - from many of the UL products of the past. But a recent Wall Street...
I’m sure you run across clients who are true followers of Dave Ramsey. These clients are committed to getting debt-free...
In December, Congress passed a bill that could transform your practice in 2018 and beyond. I’m talking, of course,...
There’s been a lot of chatter lately (particularly from whole life producers) about the effectiveness of AG 49. Most of...