Understanding The Benefits Of Whole Life Insurance
February 19, 2019 by Yolie Aleman-Rodriguez
More often than not clients and policyholders will let me know during our initial meeting that they already have their life insurance needs covered through work.
They feel confident and secure that they have checked the correct box of life insurance during their initial human resources meeting.
An essential practice of our discovery process is reviewing any and all insurance our clients possess, which opens up the conversation about the importance of owning permanent insurance outside of work instead of only owning term insurance through an employer.
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