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Proactive Management of Insurance Assets

The Case for Life Insurance Portfolio Management

The wealth management business is poised to add another component of wealth to themanagement process – the $3 Trillion in life insurance policy cash values.  To put themagnitude of this component into perspective, the amount of money in life insurancepolicy accounts is more than that in Hedge Funds, Separately-Managed Accounts andExchange-Traded Funds combined, and equates to almost one-third of the massive $11trillion mutual fund industry1.

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