Ruta’s Rules: How are you funding your will?

In part eight of a 10-part series, Ruta’s Rules, Jim Ruta, president and head coach, AdvisorCRAFT.com explains how to make life insurance a collaborative sale. By asking clients the simple question, “How are you funding your will?” Ruta explains that life insurance then becomes a collaborative process with you and your client together setting up a safe and effective “will funding” for their estate. Ruta spoke at the TMX Broadcast Centre in Toronto.