Monthly Archives: August 2015


Oh, My Husband Handles That

I arrived at the agreed-upon time; 7 PM. Hans and Muriel Steiner (not their real names) had had time to share their evening meal and were ready for me, their financial docs arranged in a neat pile on the dining room table. It was time for the annual review of their life insurance, annuities, mutual […]

By |August 31st, 2015|lostpolicy|0 Comments