Friday, January 30, 2009

 

New Kit from Pacific Helps Insurance Professionals Work with Affluent Clients in Difficult Times

Americans’ wealth collectively fell by a "jaw-dropping” $10 trillion by the end of the third-quarter of 2008.1 The down cycle highlights the impact market volatility can have on affluent clients’ wealth transfer plans. When assets are worth less, well-intended estate plans can have unintended results.

New Kit from Pacific Helps Insurance Professionals Work with Affluent Clients in Difficult Times
Source: Earthtimes

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