Meet the Life Insurance Case Manager
October 19, 2021 by Tiffany Markarian and Kelly Maheu
When asked about the experience they want to provide their clients, most financial advisors will tell you they want to serve their clients’ needs through comprehensive planning, personal relationships, and honoring their role as a fiduciary. Protecting a client’s lifestyle, assets, and legacy is an important part of that process.
In serving the risk management needs of clients, the life insurance case manager is an essential partner to financial advisors.
Click HERE to read the full story via ThinkAdvisor
Originally Posted at ThinkAdvisor on October 15, 2021 by Tiffany Markarian and Kelly Maheu.
Categories: Industry Articles