Do you always make the insured the owner of the policy?
Do you do that without discussing that with the client?
One of my client couples are getting divorced. She would love to have the policy, but he is the owner, it was not covered in the divorce decree, and she did not think to pursue it.
Do you do that without discussing that with the client?
One of my client couples are getting divorced. She would love to have the policy, but he is the owner, it was not covered in the divorce decree, and she did not think to pursue it.