by Michael Brohawn | Aug 26, 2020 | Wealth Advisor Resources
Tip #12 Even if a trustee is not part of the sales process there still is a duty to ensure the policy is suitable and matching the right policy to the client is essential to limiting policy management issues (and liability) down the road. There is a reason why I spend... 
by Michael Brohawn | Aug 1, 2020 | Wealth Advisor Resources
Tip #35 Your older clients should not shy away from a market review because of their age. They are often the ones with the least-efficient policies. Life insurance has evolved over the years. Older policies built on less-favorable mortality tables are often the...
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