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Concentrated Stock Position

When you think of life insurance, you probably think about protection or income replacement. It's a financial product with a death benefit that can be passed on to the next generation. But life insurance can do more. It can help you leverage what you plan to give to your beneficiaries. As part of your overall financial strategy, life insurance helps diversify your portfolio and protect assets from market risks.

Using life insurance is ideal for people who are looking to diversify portfolios that are overweight in a particular holding. Leveraging a sale of stock to purchase life insurance can help reduce volatility in your overall portfolio and may help lessen an estate tax burden on your beneficiaries when you die.

 


Call today to see how the Aaron Advantage can help you achieve your goals.