Debevoise & Plimpton’s Post

Ever wondered how life insurance companies manage their investments to ensure financial stability and growth? Mary Ward, the CFO of Security Mutual, sheds light on this in a recent interview. She explains that insurance companies like Security Mutual invest in a diversified portfolio. This approach allows them to match their assets with their long-term liabilities and provide consistent guarantees and dividends to policyholders. What are your thoughts on this investment strategy? Share your insights below! #NYAFP

Life Insurance V/S Mutual Fund – Which is the Better Investment?  -------------------------------------------------------- "Explore the age-old debate of life insurance versus mutual funds to discover the better investment option. Gain valuable insights into the benefits, risks, and long-term returns of both choices. Make informed financial decisions that align with your goals and secure your future effectively. Find out which avenue offers the optimal balance between protection, growth, and financial stability. Read more to unlock the key differences and determine the best investment strategy for your unique needs." --------------------------------------------------------- #insurance #growth #mutualfunds #future #investment #strategy #debate #lifeinsurance #controversy https://lnkd.in/dNEFDe9U

Asset managers and Insurance cos. There is no synergy in business like it. "I'll manage your assets, and you'll insure all my businesses." $KKR #GlobalAtlantic assets from $72B to $158B in 3 years!

Explore the importance of overfunded high cash value whole life insurance, often associated with the concept of "infinite banking," and why it's considered a cornerstone of holistic financial planning. Learn how this unique type of insurance offers stability, tax advantages, and versatility, making it an essential tool for building wealth, protecting your family, and planning for the future. Discover how you can use overfunded whole life insurance to finance major purchases, invest in real estate or business ventures, and fund your retirement while your policy continues to grow. Don't miss out on this valuable information that can help you unlock financial freedom and build a lasting legacy.

Deciding between term and whole life insurance? It's a tough choice. Let us simplify it for you. At Legacy Financial Partners, we're here to offer expert guidance and assistance to help you make the right decision for your future. Reach out to us today. - - Securities and advisory services are offered through Madison Avenue Securities, LLC. ("MAS"), Member FINRA & SIPC, and a Registered Investment Advisor. Legacy Financial Partners and MAS are not affiliated entities. - #LFPFinancial #FinancialPlanning #WealthManagement #Investing #RetirementPlanning #FinancialAdvice #MoneyMatters

Ever heard the story of a DIY project gone wrong? Imagine that, but with your corporate assets. It’s not just about the money—it's about securing your legacy. A well-crafted corporate estate plan is more than just paperwork; it’s a roadmap for your business’s future, ensuring your assets move smoothly and tax-efficiently to your heirs. Imagine having a strategic plan that not only secures your assets but also alleviates financial burdens from your loved ones. From multiple wills to corporately held life insurance, there are tailored solutions that can safeguard your corporate wealth and streamline the transition. Don't wait for a crisis to think about your estate plan. Contact Marco Faccone today at 604.789.3888 or [email protected] to ensure your corporate assets are protected and well-managed. It's not just planning; it's about making smarter choices for your business's future. #CorporateEstatePlanning #AssetProtection #BusinessLegacy #EstateManagement #FinancialSecurity #WealthManagement #SuccessionPlanning #TaxEfficiency #MGFAdvisory

🚀 Fact #7: Using life insurance for debt management isn't just about preparing for the unexpected; it's about creating a legacy of financial responsibility. You can tailor your policy to align with your unique financial goals and leave a positive impact on future generations.

When done right your insurance portfolio properly can help you accomplish a variety of financial goals, beyond providing your family a safety net. Thanks for the advice Jennifer Mann

When done right your insurance portfolio properly can help you accomplish a variety of financial goals, beyond providing your family a safety net. Thanks for the advice Jennifer Mann

When done right your insurance portfolio properly can help you accomplish a variety of financial goals, beyond providing your family a safety net. Thanks for the advice Jennifer Mann