This is a thoughtful article and raises a question we discuss often with customers and partners:
When you meet with your clients are you actively reviewing all aspects of their financial plan?
In our world, this means reviewing trust-owned life insurance policies, identifying and assessing risks ahead of time, and ensuring current results continue meeting the ongoing needs of the trust and the client.
Financial goals and needs shift all the time, so this type of proactive approach is the only to stay ahead of those needs to create better client outcomes, consistently.
Read the whole story at wealthmanagement.com