Historical Returns of Asset Classes Compared to Whole Life Insurance

Historical Asset Returns

The periodic table of investments is a quick view of how varying asset classes performed year-over-year.  Started by the Callan Institute, back in the late 90’s the periodic table method of comparing asset classes gained wide expectance as a key way to visualize how various asset classes rank against one another.  Additionally, several asset managers/mutual …

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Limited Pay Life Insurance: Everything You Need to Know

Limited Pay Life Insurance

Limited pay life insurance is a type of whole life insurance that has a shorter guaranteed payment period than a traditional whole life policy.  There are several types of limited pay life insurance policies all with differing guaranteed premium payment periods.  Despite these differences, all limited pay policies operate under an identical principle.  I’ll spend …

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