While making initial decisions about life insurance for estate planning entails significant complexity, the proper evaluation of existing life insurance policies to ensure they will last as long as needed presents challenges of its own. Participants will learn the questions to ask and issues to consider when evaluating various types of existing life insurance policies, so they can understand when an insurance policy is healthy, and when it may be necessary to involve an insurance agent or company to get a policy back on track.
MSFS, MTAX, CFP, CLU, ChFC, RH,
Publisher | Partner,
Nerd's Eye View | Pinnacle Advisory Group
- Specialized Knowledge & Application
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