This channel reflects my work teaching advisors over the past 30 years.

Here you’ll find in-depth, evidence-based education for financial professionals, including a comprehensive multi-episode series focused on the math, product design, and logical frameworks behind life insurance decisions — beyond traditional sales approaches.

I’m now launching a new, consumer-focused channel under Jeff Cait, where I teach families directly what they need to know before buying life insurance.

Thank you for being part of this chapter.