Brent chats with Wallis Tsai about how to avoid the many bad life insurance policies with objective analysis.

They discuss how to avoid those bad life insurance policies, war stories of nightmare scenarios, and good use cases for the right insurance.

Wallis Tsai is the founder and CEO of AboveBoard Financial. Wallis developed a passion for quantitative analysis (and let’s be honest, Excel spreadsheets) during her 10 year career at Goldman Sachs, first as an investment banker and then as an investor for an elite hedge fund group. At Goldman Sachs, Wallis was a member of a four-person team managing the multi-billion dollar Americas and European financials portfolio. She developed the fund’s perspective on financial regulation, US housing market, banking and capital markets.

As an expert in the insurance industry’s inner workings, Wallis often found herself advising friends and colleagues on personal finance matters. She was repeatedly appalled by how often they got terrible advice from the industries that she knew so well and decided to follow her dream to offer financial services the right way.

Wallis delights in making wonky financial topics engaging and accessible (like our “truth vs. BS” scale to rate insurance sales lines) and has taught classes on how to avoid insurance rip-offs at Harvard Business School.

Wallis enjoys taking in the wonders of New York City with her husband, two kids, and rescue dog.

Wallis can be found here: About Us | AboveBoard Financial

This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates.

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