Creating Client Value Through
Fee-Only Insurance Advice
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5 Reasons Families put off buying term life insurance
WSJ recommends consulting fee-only life insurance advisor when buying Permanent Life Insurance.
A "cautionary tale" about Cash Value Life Insurance.
Insurers Pair Long-Term Care with Life Insurance to Entice Buyers - Financial Advisor
Regulators mull responses to R.I. decision on annuities
Investment News
A Surprising Alternative Investment - Better Than Gold Huffington Post
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Services for Clients Considering New Insurance
- Assess amount and type of coverage required
- Evaluate reasonableness and pricing of life insurance illustrations
- Examine the entire spectrum of available companies and policies
- Maximize client value by minimizing or eliminating agent commissions
- Determine probabilities of failure for variable life policies under various funding strategies
- Evaluate premium financing proposals
- Analyze risk/reward potential of life insurance as an investment
- Evaluate BOLI/COLI proposals
- Help other fiduciaries satisfy fiduciary obligation to clients by avoiding pitfalls and improving policy values
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