3 tips to get the most out of insurance and annuities

07/17/2013 | WealthManagement.com (U.S.)

Life insurance and annuities are tried and true tools in an investment adviser's planning strategy, but they can still be used creatively. This article discusses ways to use them to create a more secure retirement for clients, including investing in a policy's bond fund to cover insurance costs and investing the balance in the policy's equity fund, and putting life insurance in a trust to keep it out of the client's estate.

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