Life insurance remains the last, largest, most-neglected asset on clients' balance sheets.
Mainstream media is educating clients, prospects, advisers and centers of influence about the undesirable consequences of an unmanaged life insurance policy.
Finding a policy that works in the best interests of your clients not as hard as you think
Give clients an alternative to the auto-industry-like life insurance industry operating system
When reviewing life insurance options, advisers should look beyond hypothetical valuations.
Case highlights vulnerability of advisers when they don't use up-to-date methods to project costs.
