Wealth Planning and Asset Location: Improving Risk-Adjusted Returns in a Portfolio Using Life Insurance


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Wealth Planning and Asset Location - AXA Advanced Market’s Alex Kim interviews Chris Kaplan, VP of AXA’s Specialty Markets and EPG Life Sales on permanent life insurance as an asset class, and how insurance death benefits can be used to enhance a client’s risk adjusted wealth transfer. IU-135072 (03/18) (Exp. 03/20)

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