Financial planners should conduct an annual insurance review using a checklist that evaluates whether policies are individual or group plans, as group plans often contain coverage gaps, and verifies the specific events and losses covered by each policy.

Authors

• Person: Tony Steuer Organization: eMoney Advisor
  What Role Does Insurance Play in Financial Planning?

Sources

• What Role Does Insurance Play in Financial Planning? emoneyadvisor.com Tony Steuer · eMoney Advisor via serper

Referenced by nodes (1)

• insurance concept