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Planning for Children: GoFundMe or Life Insurance?

As financial professionals take on new challenges with a generational shift in the overall economy, it is vital that they look past the two people sitting in front of them and look down the line to the children as well. Often advisors get caught up in what the client needs in the moment and leaves it there, but very few take it further to ensure that the people they are trying to protect from financial hardship after losing a loved one are equally insured.

Get Your Clients Thinking About Business Succession Planning

Just as some clients may not want to think about the need for life insurance and long-term care coverage, others may not want to focus on their business succession planning.