life insurance
litigation support
Screen Shot 2016-05-05 at 12.35.03 PM
Consulting
Thought Leadership
Litigation Support
Litigation Support Complaints arise from elaborate, tax-motivated (but failed) plans involving life insurance, or from a fundamental misunderstanding about the "promises" difference between a policy illustration and the policy itself. In recent years, these two issues have given rise to a great number of lawsuits initiated by policy owners against insurance companies and their agents read more
Thought Leadership
Thought Leadership Universal Life created a significant paradigm shift in an industry otherwise known for a lack of techno-savvy. When combined with the growing technology behind the computer screen, companies and agents had a powerful tool to attract new customers - and often old customers - with the appearance of a much better “deal” than read more
Consulting Services
Consulting Services In addition to life insurance policy assessment services, Ethical Edge works with insurance companies and agent groups to develop sales materials and processes that are more understandable to their clients and prospects. Please contact us for a confidential discussion of facts and circumstances so we can provide a written proposal and cost estimate. read more
Dick Weber Seminars
Dick Weber Seminars Dick has been a popular speaker within the financial planning and life insurance industries for over 20 years. One of the highest-rated presenters for the Society of Financial Service Professionals, Dick has spoken on such diverse topics as  “Lessons Learned: The Extraordinary Case of Glenn Neasham”  “Working in the Interest of the read more
Policy Assessments
Policy Assessments Advisors are beginning to appreciate how life insurance policies need to be managed for maximum efficiency and benefit to the policy owner -­‐ and the ultimate beneficiaries. After all, just as it would be inconceivable today to acquire a significant position in a mutual fund and not manage it – modern life insurance read more
Life Insurance As An Asset Class
Life Insurance As An Asset Class Life insurance - as any important asset - must be managed. Modern life insurance policies contain many useful features. Depending on whether universal or whole life or "no lapse," policies may include options such as flexible payments, the ability to select and manage underlying sub-accounts, and obtaining a given read more

Complimentary Policy Review and Assessment