This article identifies life insurance investment as a strategy used by U.S. financial planners for protecting their client's estates from taxes. Most clients have a negative feeling towards insurance but estate tax savings actually lighten the burden of high premium cost. The life insurance tool ...
Investment Insurance View All Wealth Solutions Login 3 situations when insurance is an asset and not a liability Are you one of those Singaporeans who views insurance as an expense rather than an asset?For the man (or woman on the street), whether insurance is an asset and not a lia...
Investment guaranteesAttitudesLife insuranceDecision makingThe present paper examines the relationship between prevention as an investment strategy and the perceptions about unit-linked insurance on the intention to purchase interest rate guarantees for such products. We propose a framework in which the ...
While “making a purposeful shift away from managing a mesh of siloed, inconsistent data,” as well as treating data as a strategic asset rather than an expense, are both important steps, according to the Deloitte AI Institute, “reaching the point of maturity where enterprise strategy and ope...
As a hedge against uncertainty, consistent saving and investing—for example,self-insuring—might make more sense in some cases if a significant income doesn't need to be replaced or if the policy's investment returns on cash value are overly conservative. ...
In 2024, we’re expecting to see an ongoing influx of private equity money, as well as a pickup in external investment. Market activity among the L&A aggregators seems to have cooled off for now, but it’s likely to bounce back in the upcoming year. ...
A potential “soft market” cycle could result in a slowdown in ILS growth as insurers rely less on external investors, but it could also bring more stability in returns, attracting more investors to the space.A forward-looking insurance investment strategy...
“For traditional financial services companies, digitalization is neither a label nor a trend, but a key factor that is crucial to the long-time survival of an enterprise,” said Yang Xiaoling, CPIC Vice President and Chief Digital Officer. “The CPIC digital strategy aims to innovate business...
“For traditional financial services companies, digitalization is neither a label nor a trend, but a key factor that is crucial to the long-time survival of an enterprise,” said Yang Xiaoling, CPIC Vice President and Chief Digital Officer. “The CPIC digital strategy aims to innovat...
An investment strategy is a written plan for making, holding and realizing fund assets consistent with the investment objectives adopted for the fund. Investment Strategy As part of the investment strategy the trustees are required to formulate document investment objectives for the fund. The ...