Life Insurance Review

End of Life Management Toolkit #4 | by Team Passare, Robert L. Shepard and Jeff A. Perry

7. What’s Next

A well-trained insurance professional can walk you through this process and address your concerns and questions. Work with someone you trust and are comfortable with. Be sure to get the answers you need or work with another agent if you don’t feel confident in the person you are working with.

The information contained in this booklet is for educational purposes only and is not intended to be construed as legal advice. For legal advice, consult an attorney. The information contained in this booklet is subject to change and does not purport to be a complete statement of all relevant issues. In certain jurisdictions this may constitute attorney advertising.

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