If youre like most advisors, life insurance planning is an integral component of your wealth management approach for high-net-worth clients. You probably begin the planning process by matching coverage levels to the net worth of the client. But if you end there, youre not only missing an opportunity to truly serve your clients best interests, youre also failing to fulfill your duties as their fiduciary.
In todays Affordable Care Act era, health care is a hot topic. Its difficult to find a client who doesnt know what their policy covers and what they can expect to receive in return for their payments.
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