Life Insurance Problems and Solutions: A “Non-Agent” Perspective

Life insurance can be an important component of a comprehensive financial plan. However, problems related to life insurance can arise for a variety of reasons: client needs and tax laws may have changed; policy performance may not have met expectations; or the client may have purchased policies without fully understanding the product or their insurance needs. The solution to an insurance problem too often involves being sold a new policy or doing nothing. This typically happens when clients rely on an…

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About the Author:

Richard Freeman is a Senior Director, Wealth Advisor at Round Table Wealth Management. Read Richard's Biography >