Unveiling life insurance’s greatest myth: is it a static annual expense or a dynamic asset requiring active management?


The paper discusses how many advisors and high net worth clients view life insurance as an expense as opposed to a dynamic asset that requires constant monitoring, analysis and periodic decision-making to give it the best opportunity to perform as it was intended.  Included are some case examples of real life situations and once read can provide a guide to assist advisors and their clients in monitoring a misunderstood asset on their balance sheet.

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