financial planning

Life Insurance – Appropriate? Or Even Necessary?


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$25.00

Life insurance is often intended to fulfill a valid need in your client’s estate plan, but is the policy sold always appropriate, or even necessary? In today’s changed world of taxation, client bias, and fiduciary responsibilities, Trey and Steve share a refreshing approach to illustrating the varied considerations for life insurance as well as how to more thoroughly assist your clients in their insurance planning choices.

(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)

Presented by Trey Fairman, J.D., LL.M. and Stephen J. Mancini, Esq.

Click play to watch a short video about ‘Life Insurance – Appropriate? or Even Necessary?’

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Description

Life insurance is often intended to fulfill a valid need in your client’s estate plan, but is the policy sold always appropriate, or even necessary? In today’s changed world of taxation, client bias, and fiduciary responsibilities, Trey and Steve share a refreshing approach to illustrating the varied considerations for life insurance as well as how to more thoroughly assist your clients in their insurance planning choices.

(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)

Presented by Trey Fairman, J.D., LL.M. and Stephen J. Mancini, Esq.

Click play to watch a short video about ‘Life Insurance – Appropriate? or Even Necessary?’

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