Archive - October 2016

My Term Life Insurance Policy Experience

My Term Life Insurance Policy Experience


Sorry, but before I talk about my life insurance experience, I must disclose a couple of things.  I’m a fee-only financial planner.  My firm, Westchase Financial Planning, is a Florida-based registered investment advisory firm.  You can look up my registration document (also known as an ADV) here.  I do not have an insurance license, and cannot provide specific advice regarding insurance policies.  My clients receive unbiased advice based upon my analysis of their particular situation.  However, if I make a recommendation regarding insurance coverage, I must refer that client to a licensed insurance agent in order to implement …

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