Buy Smart: Build Your Perfect Plan in 3 Stages
Most “perfect legacy plans” fail for one reason: clients overbuy, then can’t sustain the premiums. 量力而为 matters. You must 心里有数—know what they can truly afford before presenting a big number. My strategy: volunteer a staged approach. Break the ideal plan into three phases and fund only one-third first—parent support, spousal support, and core shortfall. If the unexpected happens, there’s real protection, not an empty promise. They still keep disposable cash for life goals, and you can build step-by-step toward the full plan.
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