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Many clients own life insurance and long-term care policies that haven't been reviewed in years, sometimes decades. But changing interest rates, rising care costs, evolving product designs, and shifting financial goals can create risks that often go unnoticed.
In this episode of Tech It Up, Jasmin Conner and Trent Berry sit down with Brad Mendenhall, EVP of Insurance Solutions at DPL Financial Partners, to discuss why insurance policy reviews matter more than ever. Together, they explore common red flags advisors should watch for, how to evaluate both term and permanent insurance coverage, and why long-term care planning remains one of the most overlooked areas of financial planning.
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