{"id":111189,"date":"2023-05-08t12:59:19","date_gmt":"2023-05-08t16:59:19","guid":{"rendered":"\/\/www.g005e.com\/?p=111189"},"modified":"2023-06-27t21:05:37","modified_gmt":"2023-06-28t01:05:37","slug":"three-ways-the-wealthy-use-life-insurance","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/05\/08\/three-ways-the-wealthy-use-life-insurance\/","title":{"rendered":"three ways the wealthy use life insurance"},"content":{"rendered":"
<\/a>it\u2019s an important part of planning and management.<\/strong><\/p>\n by anthony glomski and russ alan prince<\/i> a percentage of accounting firms have chosen to be compensated by delivering financial products \u2013 specifically investment management and life insurance. these firms see wealth management as a way to deliver greater value to clients. there are also solid business reasons for the decision, such as the profitability of wealth management practices, including the potential for consistent revenues.<\/p>\n more: <\/b>help clients avoid fallout from personal complications<\/a> | why tax planning matters so much to the wealthy<\/a> the best wealth management practices \u2013 anywhere \u2013 tend to be all about developing a deep understanding of their clients\u2019 goals and concerns. with these insights, wealth managers evaluate how they can use the range of financial strategies and products to help their clients\u2019 achieve their agendas.
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