Client Chronicles

Katt, Peter C.
July 2009
Journal of Financial Planning;Jul2009, Vol. 22 Issue 7, p30
Academic Journal
The article presents the author's view regarding the three cases on the policy changes issue of life insurance in the U.S. The author mentions the complexness of life insurance and cites that this type of insurance is in need of rigid brainstorming. The author highlights the three cases of life insurance based on its clients' preferredness and experiences including split dollar policy, client's more than one life insurance issue and the customer's issues of maintaining and withdrawing the life insurance policy.


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