The new 60/40 – your chance to shine for your clients?

Interest rate risk is here! With interest rate increases here for the foreseeable future1, we can expect bond prices to fall2. We mentioned bond reallocation in our previous post regarding buying a MEC whole life policy to provide for stable returns with tax free death benefits. Read on for more information on how this specific sales idea fits into our current financial environment. Let’s explore what we could do with a new view on how a traditional 60/40 portfolio

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