Over the past year, we’ve had an uptick in clients coming to us with permanent life insurance (e.g. whole life or universal life) questions. As a result, we took a hard look at how such policies work and why and whether it might be beneficial to own some for savings purposes, even when there isn’t a truly permanent life insurance need. The attached is what we learned.
In this quarter’s report, we dive into recent trends in sustainable investing, focusing on the explosive growth in the space, bonds going green, regulatory changes,