Whole Life Policies: Tapping Cash Value as Alternative to Equity Investing
August 15, 2012 by William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.
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…