TITLE

Insurance Is First Step in Financial Counseling

AUTHOR(S)
Weikart, Richard J.
PUB. DATE
February 2001
SOURCE
Advisor Today;Feb2001, Vol. 96 Issue 2, p14
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
Discusses the significance of financial counseling in helping clients understand the importance of a comprehensive financial program. Discussion on the basic concepts of financial counseling; Benefits of a life insurance; Significance of life insurance planning in the financial counseling process.
ACCESSION #
4294750

 

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