Podcast: What to Consider when Replacing a Client’s Existing Life Insurance Contract


In this special podcast for Life Insurance Awareness Month, Tom Tillery discusses what to consider when replacing a client’s existing life insurance contract, including:
  • Circumstances when the replacement is and is not in the best interest of the client
  • What constitutes the replacement of a life insurance contract
  • Reasons to replace a life insurance contract
  • Areas to address in an annual insurance coverage review