Finseca (AALU) – ” Rising Rates and Falling Markets – A Focus on Life Insurance Third-Party Premium Financing and Loan Regime Split Dollar Arrangements”

“Life insurance continues to play a vital role in legacy planning because of its unique value proposition – a source of income tax efficient liquidity, efficient wealth transfer on a multi-generational basis, a mortality hedge, a non-correlated asset class, and strong internal rates of return relative to the current stock market. Nonetheless, advisors should evaluate how higher rates and a volatile market may impact the performance of both new and existing life insurance funding approaches.”

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