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Reviewing Existing Life Insurance Policies

Jan 16, 2012 4:00pm ‐ Jan 16, 2012 5:15pm

Credits: None available.


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.


  • Michael E. Kitces, MSFS, MTAX, CFP, CLU, ChFC, RH, Chief Financial Planning Nerd, Nerd's Eye View


  • 0.00 - Specialized Knowledge & Application

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