09.20.24
Why Clients Need Life Insurance as Part of Holistic Planning
by: Susan Rupe
Investors need holistic planning and cash value life insurance fits into that planning, said Daniel Jack, director of advanced markets at Kansas City Life, at the National Association of Insurance and Financial Advisors Apex conference. Cash value life insurance can offer a benefit to loved ones after a client dies, but it can also be a financial asset during a client’s life, he said. “Permanent life insurance enables you to invest in conservative investments such as mutual or exchange traded funds.”
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