Presented by Barry D. Flagg, the inventor and founder of Veralytic®, Inc., the only patented online publisher of life insurance pricing and performance research and product suitability ratings. Veralytic is the product of his unique background as both the youngest Certified Financial Planner (CFP®) in history schooled in the investment business, as well as a life insurance practitioner consistently ranked in the top 1% of the industry. His experience in financial product analysis, life insurance sales and marketing, and his success in managing large life insurance portfolios for affluent individuals and growth companies, brings an unparalleled advantage to his presentations.
10 Questions Every Planner Should Ask before a Client Purchases or Continues a Life Insurance Policy
“Life insurance is commonly being promoted and considered as an investment asset, but often constitutes the most misunderstood and neglected item on a client’s balance sheet and planning structure for a number of reasons.” The purpose of this presentation “is to give the tax and estate planning professionals practical questions to ask before the purchase or continuation of any life insurance product in order to reconcile the difference between prevailing life insurance industry practices designed to sell a policy versus proven Prudent Investor principles designed to manage life insurance as an asset pursuant to the client’s best interests.”