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Blog : February 2018

Life insurance is an important part of a client’s financial plan: But are they spending more than they need to?

The goal of any comprehensive financial advisor is to help protect the financial situation of their clients and their families as the client ages. The financial advisor wants to ensure that when the client retires the client and their families are fully taken care of. Life insurance is an important part of this long term financial plan—even for high net worth individuals. It covers the gap between the liabilities their family would face in the ...

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