$12 trillion. That’s how large the protection gap is for American consumers who are underinsured or uninsured. Financial security professionals are best poised to help people overcome the financial instability that comes with insufficient coverage, but how do advisors, wealth managers, and financial planners know which of their clients may fall into this bucket? And…
Sales Strategies
The Life Insurance Expert’s Guide to TOLI Trustees An interview with Michael Brohawn
Topics: Estate planning, Life Insurance, Sales Strategies, TOLI, Trusts
Curated for you by Finseca Staff and Michael Brohawn CFP® CLU® CAP® of Your Life Insurance Solution. Various forms of trusts and trust owned life insurance are standard estate planning tools, but according to TOLI expert Michael Brohawn CFP® CLU® CAP® roughly 80% of those trusts, and the life insurance held within, are administered by...