Tag: Succession Planning

Do Ultra-High Net Worth Individuals Need Life Insurance?

Do Ultra-High Net Worth Individuals Need Life Insurance?

I love this question, especially when it comes to me from my high and ultra-high-net-worth clients: But Rickson, do I really NEED Life Insurance?  You see, for the ultra-high net worth individual ‘need’ is evaluated differently. It’s not an affordability conversation. There is no opportunity cost because when you’ve got unending means and resources, tapping into one opportunity doesn’t mean…

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