Are Your Clients’ IDI Policies Keeping Pace With Their Life Stages?

October 1, 2018

Second Vice President of IDI Operations Cari Bacon Flick’s article, “Are Your Clients’ IDI Policies Keeping Pace with Their Life Stages?,” was published in Advisor Today’s latest issue. Cari writes about the importance of checking in with clients to ensure their policy reflects their current life stage. Advisors can help clients increase their coverage through a Benefit Increase Rider when appropriate.