Tread Lightly is a guide to life insurance for the affluent client. This book (including the guides and checklists) is a resource for any buyer or Client Advocate involved in the purchase or maintenance of life insurance policies.
Tread Lightly is for any client, Client Advocate or advisor involved in the purchase or management of life insurance. Examples include: estate planning attorneys, business lawyers, CPAs, Trust Offices, members and employees of family offices, insurance agents and anyone else acting in a fiduciary capacity regarding life insurance.
Mike’s unique perspective shared in TREAD LIGHTLY has been shaped by the numerous agent & management positions he has held throughout his career and TREAD LIGHTLY is the culmination of both his industry experience and passion for protecting and educating his clients. Mike is committed to furthering the life insurance industry through accountability and dialogue. His belief in consumer education and that there is no “one-size-fits-all” approach to financial services, is the cornerstone of TREAD LIGHTLY.