Case Study: Life Insurance Policies Are Being Sold to Private-Equity Firms

<p>Research Analyst Jacob Keen, CFA, is joined by Director of Insurance Planning, Jim Crone, CLU®, CFS®, and Associate Michael Griffin, CFP® to discuss the trend in the life insurance marketplace where large insurers are selling existing policies to private-equity firms and asset managers. Jim highlights the concerns that policyholders may be exposed to riskier underlying investments. </p>