This course explores the fundamentals of life insurance and how to manage life policies for high-net-worth clients. Starting with an overview of major life insurance terminology and policy types, the presentation dives into best practices on how to maintain a policy and covers: Questions to go over with your client How and when to implement policy reviews How to monitor a policy Different strategies for if your client gets declined or wants to sell their policy CPAs will take away important lessons on integrating discussions of life insurance policies with their high-net-worth clients.