Diversifying a Concentrated Stock Position with Life Insurance

Russell Towers’ article “Diversifying a Concentrated Stock Position with Life Insurance” was featured in April 2013 in InsuranceNewsNet Magazine. This article discusses repositioning a portion of a client’s portfolio into a single pay guaranteed no-lapse universal life policy with a carrier which is competitive and highly rated. Hypothetical facts and results of diversifying a concentrated stock position are also provided.
Download a PDF of the article here or read it on the web.