We are pleased to announce that the following article by Robert W. Finnegan, J.D., CLU®, AEP®, was recently published in the April Trusts & Estates.
Keep, Sell, or Surrender? When your client thinks life insurance coverage is no longer needed.
Frequently, clients believe that life insurance coverage is no longer needed. But is that the best course of action? This article provides a road map to help advisors navigate the complex decision whether to keep coverage, sell it on the secondary (life settlement) market, or surrender the coverage.
Bob Finnegan is the Senior Vice President, Advanced Planning Attorney for Highland Capital Brokerage and a member of the Trusts & Estates magazine Insurance Committee. At Highland, Bob specializes in advanced planning for high net worth and ultra-high net worth clients. Bob can be reached at 518.424.8928 or firstname.lastname@example.org.