Donate
Description
We will be discussing 10 questions to ask your clients about life insurance. Our presentation will dive deeper into those questions and give client examples of how those questions helped uncover pitfalls in a client’s insurance portfolio. We will also be discussing how to use life insurance as a tool for both business and estate planning scenarios.
Learning Objectives
Help advisors understand the basics of life insurance policies and what questions to ask their clients to help them dive deeper into why they have their insurance policies?
What are qualitative and quantitative ways to analyze a life insurance policy?
To help advisors understand the various applications of life insurance for both estate and business planning.