Modern Families, Old Forms: Reducing Risk in Life Insurance Planning
October 13
Sponsored by The Institutes
Modern families can make traditional life insurance planning anything but simple. Examine how blended families, cohabiting partners, ex-spouses, estranged heirs, and multi-household kids can complicate beneficiary decisions. Discover how to spot family-structure risks, navigate fair-versus-equal tensions, and ask producer-safe questions that help clients align their paperwork with their intentions.