FIRMA Forum

Proactive Management of Insurance Assets

The Case for Life Insurance Portfolio Management

The wealth management business is poised to add another component of wealth to the management process – the $3 Trillion in life insurance policy cash values.  To put the magnitude of this component into perspective, the amount of money in life insurance policy accounts is more than that in Hedge Funds, Separately-Managed Accounts and Exchange-Traded Funds combined, and equates to almost one-third of the massive $11trillion mutual fund industry1.

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