Life insurance left out of retirement planning equation
Though it can be helpful in wealth transfer, retirement advisors have been avoiding conversations about life insurance with their clients.
By Andy Stonehouse|May 22, 2012 at 08:12 AM
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In a world of flat financial returns and dodgy investment options, the old tried and true world of life insurance might be a solid footing for a secure retirement plan – but advisors, for the most part, are steering clear of the product.
A new survey by Saybrus Partners, a subsidiary of the Phoenix Companies, Inc., suggests that more than half of financial advisors admit they steer clear of discussions about the benefits of life insurance, when speaking to clients on general financial planning issues.
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