Life Insurance: 3 Areas of Potential Trouble
Oct 15, 2007
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By Helen Modly, CFP, CWPA, and Sandra Atkins, CPA/PFS
Insurance mistakes generally don't surface until the worst possible momentthe death of a spouse, parent, or business partner. That's exactly the time when the family or business needs the most resources and protection possible. Make sure you avoid tax traps and inheritance issues by reviewing clients' policies and alerting them to these potential problems.