8 common errors professionals make with life insurance

This program was featured at a breakout session attended by more than 500 producers at the Million Dollar Roundtable.

I’ve shared it with dozens of estate planning councils, individual law firms, and accounting firms to help all professionals understand some of the problems they can unintentionally cause their clients who own life insurance.

The presentation received a five-start rating at MDRT. Why not make it available to your top producers…