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Economic Outlook: Portfolio Allocation Alternatives Using Various Life Insurance Products
Given the modest return predicted for bonds in 2014 due to the prospect of Fed tapering, and other asset classes’ exposure to taxes, it’s not at all unreasonable to think that the real return a portfolio enjoys from its allocation to life insurance may be more attractive than trying to time movements in the fixed-income asset class.
Justin Smith, guest blogger and “portfolio share” expert, has given The Cavalier Strategy complete access to his new Life Insurance Advisor’s Guide for 2014 – Economic Outlook: Portfolio Allocation Alternatives Using Various Life Insurance Products.