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- Title
Serving High Net Worth Clients through Wealth Preservation.
- Authors
Loury, Kirk
- Abstract
The article offers information on the applicability of financial adviser-applied variable universal life (AAVUL) insurance for high net worth clients in the U.S. It discusses topics such as tax management profiles for each client, implementation challenges, and existing methods to address concerns over investor control. A chart depicting the tax alpha benefit of AAVUL is also presented.
- Subjects
UNITED States; HIGH net worth individuals; MANAGED accounts (Investments); FINANCIAL planning; UNIVERSAL life insurance; WEALTH management services; FINANCIAL services industry
- Publication
Journal of Financial Planning, 2016, Vol 29, Issue 10, p20
- ISSN
1040-3981
- Publication type
Article