Even if you’re not an insurance expert, your clients could benefit from your informed guidance. In this episode of the PFP Section podcast, Ed Mendlowitz, CPA/PFS, interviews life insurance expert Lee Slavutin, MD, CLU, who offers guidance on incorporating life insurance strategies into your client’s financial plan. Listen to hear Lee answer questions, including:
How would you recommend making use of the lifetime exemption before its sunset at the end of 2025?
Why would you say an insurance audit is