Permanent life insurance policies, unlike term life insurance policies, are complicated beasts that are often used in advanced estate planning. (policygenius.com)
For 20 years he has helped families with financial planning, wealth management, life insurance and long - term care insurance, as well as advanced estate planning. (rismedia.com)
End of Life Issues: Counseling the Client and Family, University of Denver College of Law, Institute for Advanced Legal Studies, 17th Biennial Advanced Estate Planning Symposium, September 1997, Co-Authored with Kay Kramer Wade (wadeash.com)