William Byrnes' Tax, Wealth, and Risk Intelligence

William Byrnes (Texas A&M) tax & compliance articles

Whole life — A new asset class to allocate?

Posted by William Byrnes on October 4, 2013

Clients who think they have seen all that whole life insurance has to offer need to take a closer look.  Insurance carriers have taken steps to bring whole life products back to relevance in today’s competitive environment.  In order to compete in a crowded marketplace for insurance products, carriers have developed options to allow clients to transform a traditional whole life policy into a flexible long-term investment product that can provide built-in protection against illness or disability.  Take a look at this entire article on Life Health Pro

If looking for planning tips and client acquisition strategies, feel free to explore National Underwriter Advanced Markets Journal and Main Library 


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