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Expert Reviews Whole Life Insurance, IUL's, and Annuities | Bobby Samuelson

BetterWealth with Caleb Guilliams

CHAPTER

Comparing Diversification in Portfolios: Whole Life Insurance vs. Bonds

This chapter discusses the diversification benefits of whole life insurance compared to bonds and highlights how whole life insurance allows the insurance company to make investment decisions for you, offering corporate bond returns, favorable tax treatment, and money market liquidity.

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