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Retirees can use real estate investments as additional income, says adviser Mike Martin.

“He became very unreasonable.” It soon backfired when adviser Michael Martin bowed to pressure from a client to take on his father-in-law.

Having gone through the lengthy and draining process, Exencial Wealth Advisors’ Michelle Scarver shares her No. 1 piece of advice for fellow planners.

It’s better to have these conversations long before your clients need to use a policy.

Don’t let them do a deal before you bring up these important topics.

Clients often have unrealistic expectations and approach this big decision more emotionally than financially. These talking points can help advisers field the challenging conversation.