Choosing the Best Insurance Distribution Option for Your Clients (Part 1)

Insurance proceeds can be provided to our families in various ways. Choosing the best way for your clients requires skill and care.


In this 2-part series, Joshua Lee shares his experience with us on some of the challenges your client might face when the wrong choice is made.

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*The opinions expressed in our resources are those of the authors. They do not purport to reflect the opinions or views of AEPA or its members. The contents constitute general information only and not meant to be specific advice. AEPA does not provide legal, financial or tax advice in any capacity.

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