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Whole Life Insurance is a Popular Wealth Strategy
By James Mundy
Whole life insurance policies with cash value have been a wealth strategy utilized by wealthy dynasty families, successful entrepreneurs, powerhouse companies such as Bank of America, Wells Fargo, Comcast, Walt Disney Co., CBS corp., New York Times, Time Warner Inc., Walmart, Chase, General
Electric and prestigious universities including the University of Michigan. The policies with cash value can be used to pay executives and coaches, employee incentives, protect money from lawsuits and creditors, reduce taxes and create generational wealth. To date, the largest permanent insurance policy reported by the Guinness book of world records in 2014 was purchased by an entrepreneur for $210 million dollars.
Why does CORE Financial Group teach Clients about Whole Life Insurance Policies?
By James Mundy
There are a few financial products that have historically stood the test of time. One of the oldest financial products around is a dividend-paying whole life policy from a mutual life insurance company. This product has remained stable through every economy paying dividends for over 150 years during wars, recessions, and even the Great Depression. A whole life policy is a proven safe haven for cash with lucrative tax benefits, asset protection from creditors, and privacy. The policies are designed to build contract wealth with guarantees and multiple benefits. They are engineered to protect against economic losses that are the result of a critical illness, mortality, disabilities, long-term care, and longevity risk.
7 Risks of Retirement Planning
BY WADE PFAU, PH.D., CFA
Retirement income planning has emerged as a distinct field in the financial services profession. While it suffers from many growing pains as it gains recognition, increased research and brainpower in the field have benefited retirees and those planning for retirement. One matter has become even clearer than before: The financial circumstances facing retirees differ dramatically from pre-retirees. For
this reason, traditional wealth management approaches do not sufficiently address a retiree’s needs.
12 Principles of Intelligent Investors
By Bob French, CFA
Want to get better at investing? Are you looking for simple, approachable ways to deepen your knowledge of the keys that create financial success? Using academic research and expert advice, this resource offers 12 principles for building wise, sustainable wealth.