Is Your Insurance Right for You?
We present our third quarter 2024 issue of Wealth Management Insights titled “Is Your Insurance Right for You?” In it, Wealth Management Chair Samantha Pahlow, CTFA, AWMA®, discusses the importance of insurance as a risk management tool for wealth planning, and how different types of insurance can address various financial challenges and goals. Casia Chappell, CFP®, CPWA®, describes the benefits and features of irrevocable life insurance trusts (ILITs) and Chris Bixby, CFP®, EA, provides guidance on how to handle old life insurance policies and what options are available to retain, exchange, cash out or transfer them.