April 2017

Are you a giver or a taker?

https://www.youtube.com/watch?v=YyXRYgjQXX0   Our team had the pleasure of hearing this talk live in September 2016! In every workplace, there are three basic kinds of people: givers, takers, and matchers. Organizational psychologist Adam Grant breaks down these personalities and offers simple strategies to promote a culture of generosity and keep self-serving...


Life Insurance Basics

Life Insurance Basics: Life Insurance Pricing and Policy Mechanics The pricing of life insurance policies is complex and dynamic. There are four factors that primarily drive pricing and policy performance: mortality, investment earnings, expenses and taxes, and persistence. The impact of the varying pricing factors on policy...