[As published 9/11/2016]

36 years of wholesaling.

Longer than most of us can contemplate slugging out the day to day battle to raise your fair share of assets.

[Read more…]

One of the perks of having dedicated 1.5 million miles to United Airlines is the ability to upgrade more times than not – a reward that I don’t take lightly in this era of packed flights, reduced services and full body screening.

Joining me in business class or first, depending on the aircraft, is the typical assortment of business professionals and the occasional leisure traveler. These travelers find their seats, dive into their reading material and frequently pay no attention to the other flyers that surround them.

[Read more…]

100 miles per hour.

That’s the speed at which most wholesalers run daily.

And I was no different from you, screaming from office to office, advisor to advisor.

[Read more…]

Time for an upscale mini vacation.

That was my thought as I scoured through the Forbes Travel Guide.

I’d shoehorn in a beach-side visit at a five star property en route to a client engagement.

[Read more…]

You’re in an appointment.

You forgot to silence your phone.

And your briefcase or pocket starts ringing/vibrating!

[Read more…]