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Portfolio insurance concept
Portfolio insurance concept - Trends
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Wealth Strategies Journal 2.0 (Beta): In-depth articles on estate planning and taxation, asset protection, business succession planning, fiduciary issues, high-net-worth families and family offices, insurance, investments, marketing, multi-generational values, philanthropy and retirement benefits. We insure our life, health, our houses, our cars, teeth, eyes, our jewelry, our art, our voices, our pets ....... why not our stocks and bonds? If there were to be anything mystical in finance then it certainly would be in the realm of derivatives. For even many hardened financial professionals the very word ...
A life insurance settlement may hold the hidden source of cash to fund your next fixed indexed annuity sale. Every agent on the planet who is actively selling annuities has heard the objection from a prospect, "I love your concept, but all my money is tied up." Of course, your comeback is to motivate Mr. & Mrs. Prospect to move at least some of their funds into the safety of an FIA. But if and when you find yourself out of bullets, please do not part company without taking a final shot with something like, "One last thought before I go. We sometimes find that retirees may ... Read More
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