Hidden Value: How to Help Retirees Pick the Right Life Insurance

Lauren Laferla, PR & Content Marketing Manager
September 21, 2018


Hidden Value is a new column in ThinkAdvisor where Joe Elsasser, CFP®, answers common questions with insights advisors and their clients may not have considered. This week Joe tackles how to help clients pick the right life insurance. 

It’s fairly common to come across clients who have accumulated multiple life insurance policies throughout the course of their careers. There are two basic rules to life insurance:

  1. Don’t risk what you can’t afford to lose
  2. Don’t buy more than you need

"The key is identifying the client’s precise risk mitigation need or desired economic advantage, and then determining whether the existing policy or policies meet that need."

Read the ThinkAdvisor article in its entirety.  

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Posted by Lauren Laferla, PR & Content Marketing Manager
Lauren is a content marketing enthusiast with a love for storytelling - on camera, in writing, and through others. She has a robust communications background that includes: public relations, content creation, internal communications, digital marketing, and copy editing. Driven and motivated, Lauren holds a bachelor's degree in English and is an avid reader.