If you no longer want or need an old life insurance policy, you could be walking away from some very valuable tax savings.
The middle of October is usually the time people enroll for company benefits. Free life insurance is a popular one (who doesn’t like that price?) but we think you should pass on it.
If you’re not requesting an in-force illustration request every 5 years, you could be making the same mistake….
If you’re retired and unsure whether or not you still need life insurance, there are 2 questions you should ask yourself.