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What to Consider when Replacing a Client’s Existing Life Insurance Contract Logo aicpa

  Tom Tillery |   Free |   AICPA |   03 Sep 2015 |

In this podcast, Tom Tillery discusses what to consider when replacing a client’s existing life insurance contract, including:

  • Circumstances when the replacement is and is not in the best interest of the client
  • What constitutes the replacement of a life insurance contract
  • Reasons to replace a life insurance contract
  • Areas to address in an annual insurance coverage review
Topics covered:
  • Personal financial planning: Technical: Risk management & insurance planning: Life insurance, Foundational