Скачать или смотреть Why Estate & Tax Attorneys Distrust Life Insurance Agents

A colleague recently asked an estate attorney a simple question:
“What’s your experience been with life insurance agents?”

The response was an immediate eye-roll, followed by:
“Not good. Pushy and salesy.”

That reaction isn’t unusual...and it isn’t irrational.

In many cases, insurance shows up late, disrupts planning, and forces decisions that should have been sequenced earlier.

This video was part of Live series that addresses this directly...not to defend the industry, but to explain why the skepticism exists and what it looks like when insurance is actually introduced correctly.

If this mirrors what you’ve seen in practice, you may find the conversation useful.

This is a practical discussion for professionals who want to issue-spot problems early, avoid cleanup work, and preserve client trust.

No products. No pitches. Just planning architecture and sequencing.

#EstatePlanning #TaxPlanning #AdvancedPlanning #WealthArchitecture