On January 27 at the 2010 Heckerling Institute on Estate Planning, presenters Lawrence Brody, Mary Ann Mancini, Charles Ratner and Randy Zipse led a panel on life insurance and the economic downturn. The session explained what types of insurance products are available, how they work, their advantages and disadvantages, and how to develop a methodology to help a client design and select an appropriate product. One of the major issues discussed included whether the insured or insurance company will expire first.
See also the American Bar Association's Heckerling Institute reports.
Posted by Jenny Robertson, Associate Editor, Wealth Strategies Journal.
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