Whole Life Policies: Tapping Cash Value as Alternative to Equity Investing
August 15, 2012 by William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.
July 18, 2012 •
Whole life insurance policies have taken the spotlight as investors seek secure investment alternatives to today’s rocky equity markets. Not only do these policies provide for tax-deferred growth, but they come with many of the guarantees sought by clients today.
The market for these policies is soaring, as clients see them as vehicles allowing for a return on their investment in the life insurance contract without the risks inherent to investing in the open markets. Click here to read more…