Fiduciaries can take some preliminary steps to identify at-risk clients, starting with asking clients three questions that will help them quickly uncover who may
need help:

  1. Are you considering lapsing or surrendering your life insurance policy. If so, why? Their answer will help the fiduciary understand their need(s).
  2. If yes, is this policy a UL policy?
  3. Have you had any changes in health since the policy was issued?

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