June 14, 2016

Topic(s): Policy reviews (multiple types of insurance), Annuities

Juno, the Goddess of Marriage & Childbirth: Time For a Beneficiary Change?
Presented by: Mark Maurer, CFP^®, President & CEO

Weddings and babies are among the happiest times in our lives. So who wants to think about dying while we celebrate? No one. But someone has to think about it to avoid financial disaster. Whether your clients are dual income families with children, DINKS, SINKS, or breadwinner/stay-at-home couple, there are life triggers that should prompt policy reviews.