In Part 1 of this article, published in the December 2011 issue of Trusts & Estates, I examined a lawyer's duty of care to trust beneficiaries and the current product considerations facing policyholders and carriers. Now, I turn my...
In a January 2010 Trusts & Estates article entitled The Estate Planner's Guide to Product Suitability,1 I suggested that it's imperative to have a process for determining the characteristics of a life insurance policy that's well...