Life insurance performance
If you have cash value life insurance parked within a trust, do you know how it’s performing? Don’t you think you should?
Lately we’ve fielded lots of requests to audit life insurance performance from people with policies held within a trust. They’re concerned about risk management. You should be, too—it’s your (and your children’s) future at stake. But you may not have a clear idea of how your insurance is performing. Here’s why.
You bought a policy based on an illustration.
When you purchased your policy, you were shown an illustration to demonstrate how it was designed to function. But an illustration is only an example, based on multiple...