The Estate Planner's Guide To Product Suitability

, By Charles L. Ratner

Here's a framework to help ensure that plans and policies are in sync

By Charles L. Ratner

Out in the field, life insurance policies are generally not selected, designed or funded to most effectively support today's complex estate plans and premium-paying strategies. The mismatch between plans and strategies on the one hand and products on the other often creates real trouble down the road. Let's fix that by following some practical guidelines for determining a policy's suitability.

Life product suitability is critical for a number of reasons.

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