New Standards for Managing Life Insurance as a Fiduciary
Life insurance remains the last, largest, most-neglected asset on clients’ balance sheets. Neglect breeds poor performance, and life insurance is no exception. It has been the worst-performing asset relative to clients’ expectations for decades, and is now in desperate need of a fiduciary-oriented management process. I can think of no one better for that job than NAPFA advisors. To read more and why, click here.