Advisor Education & Training Center
Affluent
Why Asset Location Matters as Much as Asset Allocation
⏲ 3 min read ⏲ How assets are positioned can be just as important as how they’re invested. Strategic asset location improves tax efficiency and long-term portfolio performance.
When Life Insurance Becomes an Asset Identifying Settlement Opportunities for Clients
⏲ 1 min read ⏲ Policies that no longer serve their original purpose may still hold meaningful value. Knowing when a life settlement makes sense can uncover opportunities clients didn’t know they had.
