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This week's content is all about life insurance, which is often referred to as a contingency planning vehicle. It can be challenging to help clients

This week's content is all about life insurance, which is often referred to as a "contingency planning" vehicle. It can be challenging to help clients see the value in life insurance, but as a financial planner your role is to address the full financial picture and to assist the client in building a plan that can feasibly be completed in a number of scenarios, which may include the death of a key player.

Put yourself in the role of a financial planner. Assume you are working with a client who seems to have a great investment portfolio, a solid income, and no major debt. How would you approach this client about life insurance? What objections might they offer? How would you respond to those objections?


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