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Life Insurance: A Valuable Contingent Asset Class?

August 5, 2020

Our partners at Lion Street recently teamed up with Jay Judas of Life Insurance Strategies Group to coauthor an article about life insurance as a valuable contingent asset class that appears in the August edition of Trust & Estates magazine. This piece is an interesting and valuable look at  how to properly assess the death benefit in a wealth transfer portfolio management context.

An excerpt:

Life insurance is often narrowly perceived as a liquidity tool for the estates of high-net-worth individuals. While true, there’s a growing view within this community, and among their advisors, of life insurance as a contingent asset class (that is, by paying out on the insured’s death), a legacy planning vehicle that can add tremendous value and diversification to a family’s wealth transfer portfolio.

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