Life Insurance Cash Value as an Asset Class

Do you have clients who want:

  • To secure a portion of their assets from market volatility?

  • Guaranteed cash value growth for a portion of their assets?1

  • Benefits that protect their family not only upon death, but while living too?2


With TotalSecure whole life insurance, you can provide your clients with guaranteed cash value growth on a portion of their assets, along with the living and death benefits other asset classes don’t offer.  And by securing a portion their portfolio, they might have more freedom to take more risk on other assets in the portfolio earmarked for retirement.

Learn more about using whole life insurance to diversify a client’s portfolio in this client-approved piece.