Advisors don’t usually ignore old life policies because they don’t care about them. They ignore them because there’s no house on fire. No client is calling in a panic. No obvious red flag jumps off the annual statement. Nothing forces the conversation to the top of the list. So, the policy stays in the file, the review gets pushed down the road, and another real […]
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Advisors don’t usually ignore old life policies because they don’t care about them. They ignore them because there’s no house on fire. No client is calling in a panic. No obvious red flag jumps off the annual statement. Nothing […]
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