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LIFE INSURANCE 2017-02-15T15:04:54+00:00

Life Insurance Policy Audits

Life Insurance Policy Audits Unlocking the “Mystery” of life insurance: The majority of our prospective clients typically have some form of life insurance in place before we meet them. At Kelm Financial Services, we provide [...]

Life Insurance Beneficiary Mistakes

Overlooking details I’ve reviewed over two dozen life insurance policies this year. Aside from the big problems I currently see in cash value policies, beneficiary designation is important because a mistake can be costly. Perhaps [...]