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White Paper - Family Wealth Planning & Asset Allocation

Improve Risk-Adjusted Returns in a Portfolio Using LIFE INSURANCE.

Many in the financial profession have taken issue with our industry calling permanent life insurance an asset class. Asset classes are quite well-defined and quantifiable in the context of both their likely risk and return characteristics. Life insurance has struggled to fit that traditional asset class mold, being a long duration contract with a mortality-based payout without a contractually defined/ definitive maturity date. As such, few financial practitioners  have actually qualified the value of including death benefits into portfolio of other asset classes.

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