For a majority of financial advisers, life insurance planning isn’t all it’s cracked up to be.
Over half (52%) of advisers do not characterize the life insurance end of their practices as either “successful” or “very successful,” according to a Saybrus Partners survey released Tuesday. The chief stumbling blocks they cite are the number and complexity of the various policies and determining whether they fit a client’s needs (37%) and too much paperwork (25%).
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