Skip navigation

The Estate Planner's Guide To Product Suitability

Out in the field, life insurance policies are generally not selected, designed or funded to most effectively support today's complex estate plans and premium-paying strategies. The mismatch between plans and strategies on the one hand and products on the other often creates real trouble down the road. Let's fix that by following some practical guidelines for determining a policy's suitability. Life

Out in the field, life insurance policies are generally not selected, designed or funded to most effectively support today's complex estate plans and premium-paying strategies. The mismatch between plans and strategies on the one hand and products on the other often creates real trouble down the road. Let's fix that by following some practical guidelines for determining a policy's suitability.

All access premium subscription

Please Log in if you are currently a Trusts & Estates subscriber.


If you are interested in becoming a subscriber with unlimited article access, please select Subscription Options below.


Questions about your account or how to access content?


Contact: [email protected]

Hide comments

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish