I was recently honored to have been featured on Annie Jennings’ AuthorExpertWire. Podcast (See Link Below). During the interview, we discussed what we do at The TOLI Center East. which includes educating our clients, be they individuals, business owners, managing trustees, or Attorneys & CPA’s, to help prevent their, or their client’s life insurance policies from expiring prematurely, making them aware of the new ‘Living Benefit’ features that most individuals are Not aware of, and lastly how to get the most value for their premium dollars currently being spent.
Much of this information is based on an American Bar Association flagship book titled The Advisors’ and Trustees’ Guide to Managing Risk that I was privileged to co-author and which was endorsed by the WSJ. We invite you to call or email to discuss any questions the podcast may have raised
You can view information about this book below or by clicking here.