January 30, 2009 at 07:00 PM
Pacific LifeCorp has developed a collection of information aimed at financial professionals who could use life insurance to help protect clients’ wealth transfer arrangements against market volatility.
The kit includes case studies and client profiles, a pocket guide and a collection of marketing tips, according to Pacific Life, Newport Beach, Calif.
Pacific Life notes that market volatility can affect estate plans by throwing off efforts to leave heirs assets of equal value, passing assets to children while leaving a surviving spouse with insufficient income, or forcing heirs to sell beloved “legacy” assets to cope with problems with offer assets.
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