Counterpoint: Securing insurance is a vital part of the planning process
December 30, 2020 by Matthew Celenza
As an RIA taking a multi-family office approach to serving ultra-affluent clients, we view life insurance as not just a powerful planning tool but its own asset class. Our opinion is that the advisor should lead the entire process, rather than outsourcing it to someone who doesn’t have a holistic view.
Originally Posted at Citywire USA on December 18, 2020 by Matthew Celenza.
Categories: Industry Articles