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- Title
Planners Can Serve Clients with Life Insurance Education: 2024 TRENDS IN INVESTING.
- Abstract
The article discusses the importance of life insurance in clients' financial plans and the need for professionals to educate clients about this financial instrument. The article presents findings from a survey conducted by the Journal of Financial Planning and the Financial Planning Association, which revealed that some clients have questions and confusion about life insurance products. The survey also highlights the dominance of ETFs in investment portfolios and the increasing interest in long-term care benefits. Additionally, the article mentions the challenges faced by professionals in educating clients about life insurance and the potential decrease in interest in cryptocurrencies in the future.
- Subjects
FINANCIAL Planning Association; LIFE insurance; MORTGAGE life insurance; SURVIVORS' benefits; MORTGAGE guarantee insurance; FINANCIAL instruments
- Publication
Journal of Financial Planning, 2024, Vol 37, Issue 6, p16
- ISSN
1040-3981
- Publication type
Article