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Life Insurance in Qualified Plans— 2022 Style.
- Source :
- Journal of Financial Service Professionals; Jul2022, Vol. 76 Issue 4, p65-75, 11p
- Publication Year :
- 2022
-
Abstract
- The use of life insurance in qualified plans has a long history. In the age of best interest and full client disclosure, financial advisors can most effectively serve clients by shining the light of day on this vital topic. For too long the idea of insurance held within qualified plans has been an enigma woven within a tangled web of obfuscation. This article will unravel these threads and explore what today’s financial planner needs to know in 2022 and beyond. [ABSTRACT FROM AUTHOR]
- Subjects :
- LIFE insurance
FINANCIAL planning
FINANCIAL planners
Subjects
Details
- Language :
- English
- ISSN :
- 15371816
- Volume :
- 76
- Issue :
- 4
- Database :
- Complementary Index
- Journal :
- Journal of Financial Service Professionals
- Publication Type :
- Academic Journal
- Accession number :
- 157698446