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Wealth Building Opportunity • The Insurance Pro Blog

Wealth Building Opportunity • The Insurance Pro Blog

Podcast: Play in new window | Download While most financial advice is heavily focused on maximizing return while minimizing fees (and this perhaps is one of the reasons so many people fail long term in their financial plan) I’m going to take time today to introduce a concept that is by no means new, but […]
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De-Risk Your Portfolio with Whole Life Insurance

De-Risk Your Portfolio with Whole Life Insurance

Podcast: Play in new window | Download In the quest for financial stability, a de-risked portfolio is the cornerstone of a secure future. Whole life insurance is an often-overlooked instrument that plays a pivotal role in achieving this stability. By moving assets into a whole life insurance policy with accumulated cash value, you can transform your retirement […]
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diversification by life insurance asset managers

How Life Insurance Companies Master Diversification in Asset Management • The Insurance Pro Blog

Podcast: Play in new window | Download In today’s fast-paced and unpredictable financial landscape, managing risk and achieving consistent returns is more important than ever. Life insurance companies have emerged as experts in this field, utilizing their vast resources and expertise to create well-diversified investment portfolios that deliver long-term value to policyholders. In this article, […]
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Bond Inflows Highlight Annuity Strengths and Speak to Inept Investors • The Insurance Pro Blog

Bond Inflows Highlight Annuity Strengths and Speak to Inept Investors • The Insurance Pro Blog

Podcast: Play in new window | Download With the economic landscape changing dramatically and a “new normal” taking shape in the fixed-interest marketplace, bonds are testing a long-held–but poorly vetted–theory about safety. Ask anyone with a minor interest/proficiency in personal finance about safe assets, and you’ll likely hear something about bonds. They are the asset […]
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Muni Bonds & Life Insurance Strategies

Muni Bonds & Life Insurance Strategies

Podcast: Play in new window | Download Building a substantial wealth portfolio involves strategic planning and understanding of various financial instruments. Tax-free wealth strategies are essential to this planning, offering avenues to grow your investments while legally reducing taxes. By employing tactics focusing on tax-exempt securities such as municipal bonds and considering life insurance policies […]
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