Historical Performance of Underlying Cash Value of Life InsurancePosted April 28th, 2011
Last month Advanced Market expert Barry Flagg talked about the relevance of policy cash values to the overall suitability of a permanent life insurance policy. This month he addresses how cash value is generally influenced by the number of cash value investment options, the historical performance of such cash value investment options, and the cost-effectiveness of the various cash value allocation options.
Read this complete analysis of the impact at AdvisorFX (sign up for a free trial subscription with full access to all of the planning libraries and client presentations if you are not already a subscriber).
For previous coverage of valuation in Advisor’s Journal, see Life Insurance Valuation (CC 10-09).