10 Questions Every Trustee or Advisor Should Ask Before a Client Purchases or Continues a Life Insurance Policy

10 Questions Every Trustee or Advisor Should Ask Before a Client Purchases or Continues a Life Insurance Policy

Barry D. Flagg, CFP, CLU, ChFC, GFS, Veralytic, Inc.

This presentation will provide Trustees and Advisor’s with practical questions to ask before the purchase or continuation of any life insurance product in order to reconcile the difference between prevailing life insurance industry practices designed to sell a policy versus proven Prudent Investor principles designed to manage life insurance as an asset pursuant to the client’s best interests. It is provided by an industry expert and one of the architects of the Best Practices for Life Insurance Stewards.

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