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Life Insurance Product Suitability, Revisited

Life Insurance Product Suitability, Revisited

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 insurance policy that's well suited for what a client is trying to accomplish and how that client wishes to accomplish it. I then offered some practical guidelines for determining policies' suitability.


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