Sunday, June 29, 2014

5 Reasons Why CPA Financial Planners May be Avoiding Life Insurance

If you?re a planner who continues to avoid life insurance discussions with your clients, consider re-evaluating your personal objections to provide a more holistic approach.

Source: http://www.aicpa.org/InterestAreas/PersonalFinancialPlanning/NewsAndPublications/ThePlanner/Pages/LifeInsurance-052014.aspx

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