Search

It’s important to raise awareness with prospects and clients about the implications of passing down the family business and how treating children equally doesn’t mean giving them all equal shares in the business. Watch more from MDRT Past President Marv Feldman.

Clients may not understand how they could be putting their family’s financial security at risk. It’s the job of financial advisors to help clients understand that there’s a cost for doing nothing, and that cost will be more than insurance premiums. Find out more in this video from MDRT Past President Marv Feldman.