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Insurance

Insurance As an Investment

When I am considering an investment in an insurance policy, what are three issues with which I should be concerned?

Financial experts at U.S. News & World Report note that the investments used by your insurance policy may not do as well as the marketing literature states, that the policyholder may not be able to initially fund the investment adequately, and when the policyholder requires cash from the policy, he withdraws too much money, increasing his exposure to higher-than-expected taxes due.



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