Points To Keep In Mind Regarding Life Insurance Based Accumulation Planning
July 25th, 2011
2 comments
Years ago I was brought into a case for some Second Opinion work by an advisor for his client. The client had a proposal on the table for a cash value policy and the accumulating cash value was a major point of the presentation. The advisor wanted to know that the client was getting the full story and asked me to put together some considerations. Once I did, I found that it was handy to have it at arms reach as I have been asked the same question in some way many times since. I thought I would share it in this blog posting. Read more…
Categories: Life Insurance
