◀ The Principal Blog

Posts from the ‘Insurance-Based Solutions’ category

Don’t hit the slopes of financial services alone

For several years, I had the privilege of being a member of the National Ski Patrol. I met hundreds of skiers with experience that ranged from beginners who needed help putting on the equipment to experts who looked for the steepest hills, the deepest snow and the trails less traveled. The ones I…

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Put Down the Cookie Cutter: Why Employer Attitudes Matter in Executive Disability Benefits

I’m sure a cookie-cutter approach to benefits planning has its place; it certainly offers efficiencies. But, in my 37 years in the Individual Disability Insurance (IDI) industry, I’ve found that when advisors are helping employers develop income protection programs for executives, it’s best…

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