Life insurance is often viewed narrowly, both by those seeking retirement planning services and those providing personal financial planning advice, primarily as a tool for replacing income after a premature death. While this is a vital function, it is only one of several key roles life insurance can play within a well-rounded financial plan. When integrated strategically, alongside effective investment strategies and portfolio management, life insurance can serve as both protection and a planning asset, supporting families, business owners, and philanthropically inclined clients in multiple ways.
May 28, 2026
Life Insurance: What Role Does It Play In Holistic Financial Planning Advice?
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