Risk management: Life insurance
Talking about life insurance as part of a financial plan isn’t always easy, but it is important. What steps can you take to ensure these difficult conversations make it into your client’s financial plan? We’re joined by Alison Salka and Jeremy Baker to discuss both the consumer perspective and the advisor perspective on the topic of life insurance. Together, these perspectives can help enhance your conversations with your clients and ensure their financial plan has an effective risk management plan in place in the event of an untimely passing.