A client recently posed an interesting, thought-provoking question, which we think is worth sharing. The question was: “My elderly dad would like me to take over the policy on his life. He has no liabilities or dependants, has been paying this premium for many years and does not want to cancel it. He believes someone like me should benefit from it. Is there any merit in this?”
Podcasts
Taking Over A Parents Life Policy : Is It Viable?
Dec 8, 2022