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Insurance As A Performing Asset - Is It In Your Portfolio?

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Lots of people think they hate life insurance. Often what they really hate is the confusion or the annual price tag that accompanies their existing policy. Sometimes they have a 20-year bad taste in their mouth from a life insurance agent who didn’t behave as well as he or she could have. Those are the circumstances, not the facts. 

The fact is that life insurance is an underutilized asset in nearly every individual’s portfolio. On paper, in black and white, it performs better than just about any stock you’ll ever purchase. The life insurance you currently own and the policies you could purchase can make you money, not simply at death, but throughout your lifetime. 

People tend to naysay things they don’t understand, things they’re afraid of. If you had a bad experience with a stock broker, or bought equities when you should have purchased bonds, would you completely cease to invest in the markets? 

Insurance is a complex tool. It takes a specialty craftsman to reveal its true possibilities. Some will continue to turn a blind eye to this unseen opportunity. Our clients followed their curiosity, increasing their awareness, and then profited from a fresh perspective. 

Life insurance is no longer only about death and taxes. The industry has evolved dramatically over the years, creating better pricing and increased internal efficiencies in the policies. 


Choose to know what our clients have already experienced. A short conversation and we can see if there is a fit. If not, we will be the first to acknowledge it and part friends. 

Lots of people think they hate life insurance. Often what they really hate is the confusion or the annual price tag that accompanies their existing policy. Sometimes they have a 20-year bad taste in their mouth from a life insurance agent who didn’t behave as well as he or she could have. Those are the circumstances, not the facts. 

The fact is that life insurance is an underutilized asset in nearly every individual’s portfolio. On paper, in black and white, it performs better than just about any stock you’ll ever purchase. The life insurance you currently own and the policies you could purchase can make you money, not simply at death, but throughout your lifetime. 

People tend to naysay things they don’t understand, things they’re afraid of. If you had a bad experience with a stock broker, or bought equities when you should have purchased bonds, would you completely cease to invest in the markets? 

Insurance is a complex tool. It takes a specialty craftsman to reveal its true possibilities. Some will continue to turn a blind eye to this unseen opportunity. Our clients followed their curiosity, increasing their awareness, and then profited from a fresh perspective. 

Life insurance is no longer only about death and taxes. The industry has evolved dramatically over the years, creating better pricing and increased internal efficiencies in the policies. 


Choose to know what our clients have already experienced. A short conversation and we can see if there is a fit. If not, we will be the first to acknowledge it and part friends. 



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