[Client expectations for financial services are rapidly evolving and forcing advisors to rethink their traditional business models and become more strategic in their outreach and messaging.
[With the accelerating rate of the financial industry’s ongoing evolution and new product development, it is interesting to explore how this process of creation and innovation happens.
[The goal of a market-neutral investment strategy is to preserve portfolio value while delivering sustainable growth that is uncorrelated to the market.
[Investment management strategies can be created and fashioned to meet specific investor needs. An interesting example is how option income strategies can be tailored to High-Net-Worth (HNW) individuals and families.
[There has been a growing belief in the advisor and asset management communities that buy-and-hold as an investment strategy is not always the best mindset to deploy.
[While the traditional use cases for life insurance and annuity products are widely distributed and generally tactical in nature, specialty life providers are strategically deploying insurance products like private placement life insurance (PPLI)
[The growing financial industry shift from a sales and product oriented practice to a holistic financial and retirement planning profession has forced advisors to think about investment vehicles in new ways.
"To be competitive and effective in addressing HNW family goals, advisors need to learn the who, what, when, where and how of PPLI, and all related planning applications." - Alan Jahde, Investors Prefered Life Company
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