What does insurance planning involve?
At Stavis & Cohen we do holistic financial planning, and holistic financial planning involves estate planning, and holistic insurance planning involves managing a product not just at the point of sale but over the full lifecycle. Insurance management involves much more than the sale and servicing of a life insurance policy. The three things that affect your ongoing estate planning also affect insurance management, such as, changes in tax laws, family dynamics and changes in strategy. that we do is not just about the product, it is about the If you are truly managing it goes way beyond that and it’s something you manage every year similar to your investment portfolio.