| December 2013 | |
|
Retire with Confidence: How to Structure a Personal Insurance Program |
 |
|
Financially successful couples and individuals in or near retirement face some of the most complex decisions about insurance at any time in their lives. To help financial advisors and their clients choose a course of action, this white paper presents 13 steps to strengthen wealth protection and reduce expenses when working with an independent agent or broker on a personal insurance program. |
|
|
|
|