Outline – Insurance Decisions: It Comes Down to Alternatives

Gary Bottoms had the opportunity to speak to fellow advisers in the estate planning industry on July 21st at The Georgia Society of CPAs’ Estate Planning Conference. His presentation, which was geared toward the adviser community, was about what our clients are really thinking and how insurance can be a solution for their fears. His complete outline is available by following the link below. Please contact us with any questions that you may have as we would be happy to help!

Our corporate calling of helping others, along with our embedded employee benefit and life insurance specialties, intersects with our client’s desire for ongoing financial security and protection.

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