Posted on Dec 17th, 2010 in
Asset Class,
Media
Simon discusses insurance as a guaranteed, alternative investment with BNN’s Andrew Bell and David Kaufman, president of Westcourt Capital Corporation.
View the Dec,. 17, 2010 Alternative Investing “Insurance as an Asset Class” segment on BNN.
Posted on Dec 15th, 2010 in
Asset Class,
Tax
With the holiday season upon us, we focus our efforts on last minute gifts for family and friends and even look forward to receiving a gift or two ourselves. Now, here’s the segue to insurance…
The financial community is now paying attention to the benefits of insurance strategies for succession and retirement. But in the last few weeks, I have heard people on several occasions refer to these benefits as...
Posted on Dec 13th, 2010 in
Asset Class,
Tax
Increasingly, since the market collapse of 2008, investors have demonstrated that they want better returns coupled with minimal volatility. So, advisors to the wealthy and the business owner – such as accountants and lawyers – are turning to the power of the insurance asset.
The attached article on corporate insurance planning by Price Waterhouse Coopers is not new information, but it highlights what...
Posted on Oct 9th, 2009 in
Asset Class
Investors planning for intergenerational wealth transfer need to consider insurance as an asset class.
Quite simply, investors have two choices to ensure their estate planning goals are met. They can earmark a portion of assets and invest in vehicles that offer an appropriate level of risk and return. Or they can invest in a life insurance policy.
Life insurance offers several, almost “unfair” advantages over...
With many investors looking for low risk income strategies as they head into retirement, the insured annuity is a popular option for retirees. Yet this concept is exquisitely sensitive to underwriting and can be easily thrown offside if the case is not handled properly.
An insured annuity is an elegantly simple concept that combines two completely separate financial instruments: an annuity and a life insurance...
For over two decades,