Tread Lightly: Life Insurance Guide for the Affluent Client - Softcover

Smith, Michael R

Softcover

ISBN 10: 1496171675 ISBN 13: 9781496171672

Publisher: CreateSpace Independent Publishing Platform, 2014

Synopsis

The scary truth is that many permanent life insurance policies will not pay out at the time of an insured's death. Even worse, many failed policies are caused by avoidable oversights.
TREAD LIGHTLY strives to protect your interests by providing the guides, checklists and background information that every consumer and client advocate must know to both successfully purchase and maintain a complex life insurance portfolio.
TREAD LIGHTLY is both an effective and efficient overview while being respectful of your time. Many will be able to complete TREAD LIGHTLY in less time than the average flight
Our message is simple: there is no "one-size-fits-all" approach to life insurance, and the key to success is consumer education.
TREAD LIGHTLY is not just a life insurance guide for the affluent client, but also a resource for any buyer or client advocate involved in the purchase or maintenance of large insurance policies. If you are a licensed life insurance advisor, we believe that TREAD LIGHTLY is a unique way to communicate with your clients while showing them that you are committed to providing industry leading service and explanation. Other professionals who will benefit from TREAD LIGHTLY include: estate planning attorneys, business lawyers, CPAs, trust offices, members and employees of family offices, insurance agents and anyone else acting in a fiduciary capacity regarding life insurance.
To protect your financial future and achieve our definition of policy success, read TREAD LIGHTLY today.

About this title

About the Author

Michael R. Smith is President of The Financial Partners Group LLC, the parent company of The Financial Partners & TFP Brokerage. He graduated from Virginia Tech in 1983 & began working in the financial services industry that same year. Mike's unique perspective shared in TREAD LIGHTLY has been shaped by the numerous agent & management positions he has held throughout his career and TREAD LIGHTLY is the culmination of both his industry experience and passion for protecting and educating his clients. As a direct result of developing TREAD LIGHTLY, Mike created TreadLightlyGuide.com, an organization committed to furthering the life insurance industry through accountability and dialogue. His belief in consumer education and that there is no "one-size-fits-all" approach to financial services, is a cornerstone of both TREAD LIGHTLY and TreadLightlyGuide.com. Mike is the proud father of two children, Nick and Kennedy and has been known to sneak off to the golf course when time permits.

Edition details

• Publisher: CreateSpace Independent Publishing Platform
• Publication date: 2014
• Language: English
• ISBN 10: 1496171675
• ISBN 13: 9781496171672
• Binding: Paperback
• Number of pages: 108