Financial planners should proactively discuss insurance coverage with clients rather than assuming existing policies provide sufficient protection, as the worst time to address insurance needs is after a loss or negative event has occurred.

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 coverage concept