In a January 2010 Trusts & Estates article entitled The Estate Planner's Guide to Product Suitability,1 I suggested that it's imperative to have a process for determining the characteristics of a life...
Among other perplexing issues facing clients these days is what to do with life insurance policies that are calling out for attention, sometimes very loudly. Clients might be hearing that they need to increase their...
Out in the field, life insurance policies are generally not selected, designed or funded to most effectively support today's complex estate plans and premium-paying strategies. The mismatch between plans and...
Today's investment and political climate is causing a perceptible change in the way many clients approach the role of life insurance in their financial and estate planning. I see clients aggressively reassessing their...