Life insurance is an important component of your client’s financial plan. Evaluating and reviewing a life insurance policy can determine whether it is performing according to expectations — and meeting your client’s financial goals. There are many factors that may impact your client’s policy. Check out our policy Review flyer. Do you have a client with a special needs child? Don’t let them leave the care of that child to chance. Help them plan today for a secure tomorrow. View our white paper on life insurance and special needs trusts.
