Featured Reports

NYS Department of Financial Services Emergency Regulation

If you are a client who lives in the state of New York and purchased a life insurance or annuity contract, on March 20, 2020, the New York State Department of Financial Services (DFS) adopted an emergency regulation that provides relief to certain policyholders who can demonstrate financial hardship as a result of COVID-19. For…

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Meditation and the Currency of Attention

There’s an old story about a Zen master who goes to a town. All the villagers run out to meet him because they want to become enlightened. The Zen master says, “If you can focus your complete and undivided attention for 24 hours, you will find enlightenment.” You can probably guess how many people were…

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Financial Advisors and the Art of Listening

Have you ever noticed that the words listen and silent are spelled with the same letters?  Perhaps this is no accident, because in many ways, they mean the same thing.  Have you ever talked to someone and walked away feeling enriched because they were such a good listener, even if they were a complete stranger?…

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