Opinion: Advisers should check up on clients' life insurance

01/30/2012 | Wall Street Journal, The

Attention to a life insurance policy shouldn't stop when a sale is made, accountant Brian Greenberg writes. Advisers and their clients should have yearly meetings to be sure policies still meet clients' needs, and they should make changes if necessary. "It's easy to just stuff the insurance policy in a drawer once your client signs it," but "[a]n annual review can prevent a lot of trouble, and in some cases disaster, for your clients," Greenberg writes.

View Full Article in:

Wall Street Journal, The

Published in Brief: