In my prior article on insurance planning for the merely well-to-do, I introduced you to Nook and Crannie.1 Their very productive meeting and subsequent conversations with Bill Ledgerman enabled them to think through all of the key aspects of a proper life insurance needs analysis in a multi-faceted, multi-disciplinary fashion. I also introduced you to the way that Bill, as a knowledgeable life insurance professional, employed the concepts of visualization and optionality in the
All access premium subscription
Please Log in if you are currently a Trusts & Estates subscriber.
If you are interested in becoming a subscriber with unlimited article access, please select Subscription Options below.
Questions about your account or how to access content?
Contact: [email protected]