Perspective
Jan. 27, 2012
Taxes matter: Life insurance as an asset class
With tax increases on the horizon, where can an investor increase yield without taking on additional risk? By Dana Hollinger of the Dana Goldinger Group
Historically, life insurance has been evaluated by advisors on behalf of their clients as a means of income replacement in the event of premature death or as a wealth transfer vehicle to cover the estate taxes upon death.
Enter 2012: Things have changed - now life insurance is viewed as an asset class and as part of a diversified portfolio. It's the human shield that offers protection and increased yield against historical low inte...
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