When Life Insurance Can Benefit You Now

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Thoughts From Financial Planning


Regardless of whether a client has this refund opportunity, advisors might go over current life insurance with older clients, to discover if the coverage is still necessary. “A policy may have little surrender value but would bring more from a sale,” Slavutin says.

Assuming that clients don’t mind allowing an investor or group of investors to profit from their death, they could wind up with more nuggets for their golden years."

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