Learn the process needed to determine the best use of an existing unwanted life insurance policy.
As financial planning practitioners, our clients will seek our guidance on old whole life insurance policies. They either don't think they need to keep the policy for pure insurance purposes, can no longer afford it, or don't see the benefit of continuing to pay premiums. After we first analyze their situation to determine whether they truly don't need the insurance, we must recommend a solution for the old policy that works best for their given situation. This topic will detail many of the most common and successful strategies that practitioners can use to help their clients deal with unwanted life insurance policies and go over the specific planning details for each of those strategies.
Agenda
Faculty
DJ Hunt, CFP®
Moisand Fitzgerald Tamayo, LLC
- Senior Financial Advisor at Moisand Fitzgerald Tamayo, LLC
- Retirement, tax, insurance, estate, and investment planning
- Writes a quarterly column for Rethinking65.com
- Member of NAPFA, FPA of Central Florida
- B.B.A. degree in finance, West Texas A&M University; certificate in financial planning, Boston University; Certified Financial Planner professional
- Can be contacted at 321-235-5400 ext. 110 or [email protected]
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