Leveraging Life Insurance

July 25, 2023 by Wm. Scott Page

Life insurance policies are long-term financial commitments individuals make to protect their loved ones or meet specific financial goals. Regularly appraising life insurance policies is crucial as it ensures that the financial plans align with a client’s evolving needs. As circumstances change and clients age, their policy may no longer adequately protect their loved ones or meet their financial goals. Conducting a policy appraisal allows advisors and clients to identify when selling or replacing the policy becomes a viable option, maximizing the benefits for both parties involved.

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Originally Posted at Advisor Magazine on July 17, 2023 by Wm. Scott Page.