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Archive for July, 2011

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…

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