Guest contributor Carma McCallie, JD, is vice president, advanced sales, at Crump Life Insurance Services.
Change is inevitable. Our clients’ lives are constantly changing, and as their financial professionals, we recognize that their financial needs and goals also change. By regularly reviewing their portfolios, we help to ensure that their asset mix matches where they currently are in life and where they plan to go. However, one vital component of their overall plan often gets overlooked in that review process — and that component is insurance. More>>