THREE PROBLEMS. ONE STRUCTURE. MOST ADVISORS ARE ONLY SOLVING ONE.

Your client has a plan for what happens when they die. They may not have a plan for what happens when they get sued while they’re still alive — or what happens to the $89 million that gets extracted from their estate across the next two generations. This article is written for the insurance producer who already sits across from that client.

Continue ReadingTHREE PROBLEMS. ONE STRUCTURE. MOST ADVISORS ARE ONLY SOLVING ONE.