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Life Insurance Awareness Month

    Product R + D

    Whole Life Insurance as an Asset Class: 10 Things to Consider

    by Josh Martin September 22, 2023
    written by Josh Martin

    Updated March 18, 2025, at 4:05 PM

    In today’s uncertain economic climate, investors are always looking for stable asset classes to safeguard their financial future. But one potential investment gem often goes overlooked.

    Whole life insurance is a type of permanent life insurance that provides coverage for the insured’s entire lifetime as long as premiums are paid. Additionally, whole life insurance builds cash value over time and offers both a death benefit and an investment component.

    Continue Reading
    September 22, 2023
    6 FacebookTwitterPinterestEmail
  • Product R + D

    Succession Planning for Family Business: Estate Equalization [Using Life Insurance]

    by Dave Henry September 28, 2022
    by Dave Henry September 28, 2022

    Updated March 18, 2025, at 12:12 PM Succession planning for a family business is often top-of-mind for business-owning clients as they near retirement. And for good reason. Family business succession plans are …

    4 FacebookTwitterPinterestEmail
  • Product R + D

    Life Insurance as Part of a Retirement Plan

    by Dave Henry September 8, 2022
    by Dave Henry September 8, 2022

    Updated August 6, 2024, at 3:14 PM The unique features of life insurance make it a strong vehicle for achieving additional income distributions in retirement. When overfunding an index universal life (IUL) …

    4 FacebookTwitterPinterestEmail
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