BSMG Blog: Protecting the Future of Families and Businesses

10 Reasons Why Life Insurance is a Viable Asset Class


Life insurance is a powerful asset that demands a place in your client’s financial portfolio due to its unique risk and return characteristics. 
Did you know that the underlying mathematical principles dictate that life insurance is the highest returning, safest asset a client can own?

Portfolios, regardless of the size, should be as diversified as possible, right? Well, whereas most portfolios include real estate, stocks and bonds; life insurance is often overlooked. Now, with solid IRR mathematics, you can add the tax-free asset of life insurance to the mix as well. 

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