10 Ways to Screw Up when Picking Life Insurance Beneficiaries

Discussion in 'Life Insurance Forum' started by xrac, Feb 27, 2015.

  1. xrac
    Offline

    xrac Well-Known Member

    Posts:
    11,461
    Likes Received:
    21
    State:
    Indiana
  2. KidsGotHeart
    Offline

    KidsGotHeart Well-Known Member

    Posts:
    634
    Likes Received:
    0
    State:
     
  3. UW Guy
    Offline

    UW Guy Well-Known Member

    Posts:
    208
    Likes Received:
    0
    State:
     
    #1 with a bullet! All the putzes who submit policies with kids as DB's are just maddening.
     
  4. Stevekobrin
    Offline

    Stevekobrin Well-Known Member

    Posts:
    89
    Likes Received:
    0
    State:
     
    This list is right on the money. Clients so often want to do the craziest things. Life would be so much easier if they would get the proper tax and legal advice before coming to us for policies.

    When they don’t, we get put in a position where we have to tell them they are doing the wrong thing, but can’t go out on a limb because our liability coverage won’t protect us.

    What is the best way to give tax and legal advice without sounding like you’re giving tax and legal advice?
     

Share This Page