Insurance Attorney in Beverly Hills, California
How can advisors (like CPAs or estate planning attorneys) help protect their clients when it comes to life insurance planning?
How can advisors (like CPAs or estate planning attorneys) help protect their clients when it comes to life insurance planning?
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So in life insurance planning, one of
the basic rules is if it looks too good
to be true, it is too good to be true.
So we get contacted by these
professionals all the time to go over
these deals and talk to them. So what
they should be doing is kind of running
a sniff test. It doesn’t matter what the
pitch is from the from the life
insurance company. If it doesn’t feel
right, it’s probably not right.
Contact Jonathan M. Deer
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Los Angeles, CA estates planning & probate attorney Johnathan M. Deer talks about how advisors (like CPAs or estate planning attorneys) can help protect their clients when it comes to life insurance planning.
