Posts by Thomas

Insurance professionals, financial planners and advisors are usually focused on helping clients buy products or services designed to meet their specific needs.  Many of these professionals use fact-finders or collect data that helps to identify their client’s problems and formulate the solutions.  Yes, we want to help!  But first, we must explore the core concern…

The current approach to achievement in business is so often focused on what and how. The question why is often overlooked. You may ask if it is really important to know why? I am convinced that it is immeasurably important. Wanting to know why is part of our essence. It becomes a part of what…

Your clients, like so many of us, are asking one, burning issue question: “Will we be all right?”  What they actually mean is: Will we be able to survive these challenging and turbulent times? Will we be able to retire with some sense of security? What would we do in the event of some unforeseen…