Presented by Trey Fairman, J.D., LL.M., and Stephen J. Mancini, Esq.

Life insurance is often intended to fulfill a valid need in your client’s estate plan, but is the particular policy sold always appropriate, or even necessary? In the ever changing world of taxation, client bias, and fiduciary responsibilities, Trey shares a refreshing approach to illustrating the various considerations for life insurance as well as how to more thoroughly assist your clients in their insurance planning needs.