Leveraging Alternative Assets
Generate more sales with our comprehensive solutions for Leveraging Alternative Assets. Life insurance can help add predictability to your clients’ investment portfolios.
When used as an estate-planning tool, life insurance policy proceeds will often yield a more competitive rate of return compared to legacy assets held in a taxable investment. Our Leveraging Alternative Asset resources will introduce a life insurance strategy that can insulate a portion of a client’s investment assets slated for wealth transfer from the market’s ups and downs. Leveraging Alternative Assets Microsite