Rescuing a Bank Loan from Rising Interest Rates
LIFE INSURANCE AS A REFINANCING TOOL IN A RISING RATE ENVIRONMENT With the cost of capital increasing dramatically as interest rates have risen, many commercial loans now have terms that are far less favorable, if not punitive. Fortunately, clients with life insurance assets have access to a “refinancing” strategy that can provide relief from higher […]
ASSET ALLOCATION STRATEGY’S MISSING PIECE: ASSET LOCATION
Asset Allocation has been part of the investment professional’s asset management strategy for decades. More recently, a considerable amount of attention has been focused on a natural extension of that approach: Asset Location. KEY TAKEAWAYS Asset location is an investing strategy that has potential to lower your clients’ overall tax bill. There are taxable, tax-deferred, […]