Lunchtime Takeaway: Insurance, the basics

By Staff | June 25, 2012 | Last updated on June 25, 2012
1 min read

We’re committed to making your practice better, so all this month, we’re delivering you a daily takeaway.

Today’s takeaway is…

Insurance, the basics lays the argument for and against life insurance that go on inside a client’s mind. It walks through the standard arguments you’re accustomed to presenting to clients, and could serve as a useful handout to get the dialogue started. Of course, it doesn’t get into the nuances like buying insurance to fund charitable gifts—that’s where you come in.

Want more? Check out: Should I buy insurance, a visual guide staff


The staff of have been covering news for financial advisors since 1998.