Knowledge Center
Resources & Guides Designed With You and Your Clients In Mind.
Oftentimes, advisors are posed with the question, “How much life insurance should an individual have?” Typically, it is suggested that an individual should have 10 times their income set aside to cover debts, webinars, etc. But, relying solely on this estimate can leave your clients under covered and/or under protected. At Duncan Advisor Resources, our goal is to help you make educated decisions when presenting life insurance options, with tools and resources such as these.
When is the last time anyone asked your client if their loved ones would be okay, financially, if something were to happen to them or their business? Life insurance policy ownership is at an all-time low, but not for lack of interest. It is because clients have not been asked to consider this question. We encourage that you ask your clients to consider these questions and creating a plan for a financially secure future with Duncan Advisor Resources.