Warn Clients They Can Lose the Ability to Buy Life Insurance

August 8, 2023 by Allison Bell

Financial advisors should talk to clients about the importance of buying life insurance as early as possible — and take a matter-of-fact approach to clients who are applying for coverage late.

Brandon Carter, president of USAA Life Insurance Co., gave that advice in a recent email interview.

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Originally Posted at ThinkAdvisor on August 7, 2023 by Allison Bell.