Posts Tagged "life insurance"

Secret Children

Posted by Preet on Sep 29, 2009 | 4 comments

I thought I would share a quick story today. Years ago I had sat down with a prospective client after having put on a seminar for a small group of investors. The investor and I had gone through the regular first steps of putting together a financial plan: we explored and defined his goals, got all the details of his current situation and I was about to leave to do the number crunching when he walked me to my car after the meeting only to make a confession. He hadn’t told me of one other goal of his: he had a secret love child who was almost 20 years old and he wanted to make sure that he received an inheritance, but didn’t ever want his wife to find out. At...