As a Fee-Only financial advisor, you may acquire clients with insurance already in place. When that happens, you will want to have a high-level understanding of their insurance. In this session, learn how to review clients’ needs initially and periodically, and to participate effectively in discussions with  insurance representatives to ensure clients are initiating and maintaining comprehensive coverage.

This webinar is sponsored by LLIS, the exclusive sponsor of NAPFA Genesis.

1. Identify key policy provisions when reviewing a client’s existing coverage
2. Assess how the current coverage fits with the client’s current financial plan or determine alternatives to the in-force insurance
3. Evaluate the potential tax ramifications of changes to the current policy