When one half of a married couple refuses to discuss life insurance, what can you say or do?
What can you say or do with a husband who says he absolutely refuses to discuss life insurance, especially when his wife is also there?
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May 19, 2026
Nor did they much use financial wellness tools offered by their recordkeeper, a report finds.
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The move supports advisor-client conversations around cash-flow planning, distributions, excess cash management, Orion exec Trent Mumma says.
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Their long-term approach to investing aligns well with alternative investments, Brookfield reports, but only 44% invest in them.