Life Evolves! Shouldn't your Life Insurance?

Date: Monday, March 27, 2017
Time: 5:30pm - 8:00pm
Location: The William Penn Inn
Speaker: Gary DeVicci, MSFS, CFP®, ChFC®, AEP®

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Estate planners are often asked to evaluate life insurance proposals and in force policies for their clients.  Law suits against professionals related to their client’s life insurance are on the rise.  Few advisors have the training to properly advise their clients on life insurance performance and suitability.

 

This session will explore significant tax and performance issues that have been avoided or corrected through a comprehensive policy evaluation (aka audit).  It will also outline the necessary audit components to provide effective actionable information.

 

 

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