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Clients may be carrying life insurance that is outdated for their needs. Here are four ways to make it work for them.
Insurance mistakes generally don't surface until the worst possible moment—the death of a spouse, parent, or business partner. That's exactly the time when the family or business needs the most resources and protection possible. Make sure you avoid tax traps and inheritance issues by reviewing clients' policies and alerting them to these potential problems.
New financial products have a financially stressed generation in their sights.
There are a number of situations in which it's prudent to carry insurance on someone else's life. These four planning opportunities should trigger a discussion with your clients.
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