investment type Archives

Using Personally Owned Life Insurance (POLI) As A Sinking Fund

Using Personally Owned Life Insurance - AZ Business Magazine June 2010

Affluent families and individuals, successful business owners, and those engaged in certain occupations, such as the medical or construction industry, all face similar challenges when choosing to invest: They have worked hard to accumulate wealth, and now they want to keep it. Wealthy investors are driven by the same concerns: Preservation: Given the choice between… Read More →