Who Has an “Intergenerational Portfolio”?
Anyone…
- with assets or income streams that they will never spend on anything other than long-term care
- who can identify both financially and emotionally what they will or will not need for lifestyle expenses
- who cares about their children, grandchildren or other heirs
Is this Part of Your Portfolio being Managed by Design or by Default?
Life Insurance as an alternative Investment Class for wealth transfer can eliminate:
- Investment Risk
- Market Risk
- Volatility
And, up to age 80, Life Insurance can also cover Long-Term Care expenses.
