Category Archives: Bersonal Posts

Most of my readers are in the financial services industry. That makes sense. Most of what I read on-line is directly related to my business (I make an exception for ESPN.com!) Reading other blogs and websites fuels my desire to … Continue reading →

Dear Blog Reader, Just wanted to check in with you and see if you’d had a chance to  read my latest blog post. What? Really? The opening to my blog post didn’t provide you with any value or reason to … Continue reading →

Twenty years ago you could buy a first class stamp for 29 cents and fill your gas tank for $1.11 a gallon. Today a stamp is 49 cents and a gallon of gas here in CA is close to $4.00. … Continue reading →

Last week we passed over 300 followers on “My Bersonal View”. To celebrate we are re-posting the article that had the most hits in our history (over 15,000). Would love to get your feedback on the article and on the … Continue reading →

Our industry is at a turning point. When I first became President of ISN in 2003, and I would go to to industry meetings, I was clearly the youngest President in the room. Unfortunately, even today, when I go to … Continue reading →

An Executive Bonus Plan (Section 162 Plan) can provide key executives significant benefits on a tax-deductible basis for the employer. In an effort to recruit, reward and / or retain top talent, the employer agrees to pay the premiums on … Continue reading →

Brian Hix is the author of “The Tinderbox Tapes”, an inspirational novel. He regularly keynotes at industry events and always has an interesting take on our industry and how to motivate reps and clients. In a recent article titled “Drink … Continue reading →

Your client comes to you with a problem and you are ready to dish out some advice. Wait. First lay the groundwork so that your input sinks in. Follow these three steps: Ask- Probe to find out more about the … Continue reading →

The Tax Reform Act of 2014 (or “Camp Draft”) would impose $60 billion in new taxes on life insurance companies, products and services. It would establish an unnecessary barrier to financial and retirement security for tens of millions of American … Continue reading →

Brian Gilder has written articles for my blog in the past. He always has a unique perspective. When it comes to Sports and Finances his take is always relevant and on point. With all the talk about Donald Sterling and the … Continue reading →