Why Life Insurance is an Important Part of High-Net-Worth Family’s Asset Allocation

Watch Bloom Investment Counsel Inc.’s Kevin Willis join Al G. Brown & Associates’s Elli Schochet for a discussion on why life insurance is an important part of high-net-worth families’ asset allocation and how to take advantage of this asset class to protect, preserve and build wealth.

Al G. Brown & Associates is an independent life insurance and financial-planning brokerage firm, located in Toronto that provides professional consulting services in the fields of financial, estate and retirement planning; life insurance; employee benefit plans; and charitable giving techniques. For 70 years (and counting), Al G. Brown & Associates have guided their clients, their clients’ families, and clients’ advisors through some of life’s most sensitive and important decisions.

Bloom Investment Counsel, Inc. is a well-established Toronto-based independent, privately-owned boutique investment management firm providing customized, actively managed, Canadian and U.S. dividend-paying portfolios for wealthy individuals, family offices, foundations, corporations, institutions and trusts.

Founded in 1985, Bloom has experience in managing in excess of $2.5B in assets over the years. We believe that generating independent cash flow is central to the success of our clients’ portfolios because it provides capital for the present day, if needed, while continuing to preserve and build wealth for the future.

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This video is provided for general informational purposes only and does not constitute financial, investment, tax, legal or accounting advice. Individual circumstances and current events are critical to sound planning; anyone wishing to act on this video should consult with his or her trusted legal advisor and/or financial partner.

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