beyond MD with Dr. Yatin Chadha
The Truth about Permanent Life Insurance (Part 2): Demystifying Participating Whole Life Insurance - with Jeff Bernstein
10 Nov 2023
Welcome to Part 2 of Permanent Life Insurance with Jeff Bernstein, CLU, MFA-P, owner & managing partner of Seligman Insurance.Discussion points:PAR Whole life investments (2:05)PAR fund performance, dividend scales (5:51)PAR fund actuarial assumptions (9:45)Performance headwinds/tailwinds, dividend smoothing (14:55)Open and closed policy blocks (19:08)Illustrations: what we need to know (23:45)Permanent life insurance as an asset class (31:10)Universal life investments and costs (35:30)Non-participating WL vs PAR (41:55)Jeff Bernstein:https://www.linkedin.com/in/jeffreymbernstein/[email protected]://seligman.ca/My links:https://www.linkedin.com/in/yatin-chadha-29074b109/[email protected]
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