An Adviser's Guide for Reviewing Life Insurance

Once issued, a life insurance policy can remain in effect for decades. During this time, the original owner's goal and objectives may have changed, or a need for additional insurance or changes to the policy may have arisen. Too often, insurance policies are forgotten and the policies, as well as related documentation, aren't periodically reviewed. To ensure that the life insurance policy is fulfilling

Once issued, a life insurance policy can remain in effect for decades. During this time, the original owner's goal and objectives may have changed, or a need for additional insurance or changes to the policy may have arisen. Too often, insurance policies are forgotten and the policies, as well as related documentation, aren't periodically reviewed. To ensure that the life insurance policy is fulfilling its intended purpose in a cost-effective way, estate-planning advisers (includin

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