Individual Asset Transfer

Selecting investments that optimize risk and return can be challenging, but participating life insurance can complement a client’s broader asset portfolio. It allows clients to diversify their asset base, assists in lowering overall volatility and produces comparable asset values while living. With predictable and fair returns, guarantees, tax efficiency and loan privileges, clients don’t have to compromise the liquidity and flexibility they are used to from their traditional investments. Help a client with a sound and low-maintenance solution to some of the common objections traditional investments can pose.