The life insurance strategy both U.S. and Foreign National clients might want
November 23, 2015 by Laura Morrison
Diversification is one of the guiding principles of financial planning to help mitigate risk. No single asset class or market performs best in all economic environments. If financial planners diversify a customer’s investment portfolio, why wouldn’t that same principle carry over to managing a client’s life insurance and supplemental retirement assets?
Originally Posted at LifeHealthPro on November 19, 2015 by Laura Morrison.
Categories: Industry Articles