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Lifetime Planning with Life Insurance

By Sidney Kess and Edward Mendlowitz
CPA Journal
December 2017 Issue

Life insurance is one of the most important tools in modern financial planning, but it is not always the most appreciated. It has a role to play in virtually all phases of the typical family’s economic life cycle. This article outlines the steps CPAs and their individual clients should take regarding life insurance at each stage.


Published with permission from the CPA Journal.

Click here for the full article.