Clients may have misguided assumptions about what they can do with their policies and education is important in helping them keep their policies in good shape
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WeiserMazars Wealth Advisors' David Weinstock talks about the role life insurance plays in estate planning for those of moderate wealth.
Watch Part 1 here.
WeiserMazars Wealth Advisors' David Weinstock talks about the role of life insurance in the estate planning process given the current $5 million-plus exemption environment.
Watch Part 2 here.