Globe Advisor’s Post

The most valuable thing you own might not be your home, your car, or even your investment portfolio. We look at how to protect this often-overlooked asset. https://ow.ly/EaFk50PJU2x #Assets #Finance #WealthManagement #Aussie

Insurers have long been at the forefront of investing in private placements. Given where we are in the economic cycle, it may be time to take a second look at your allocation strategy with an eye towards diversification. Register now to join Laura Parrott and Lara Devieux for a webinar on the considerations for revisiting this core asset class.

🔒 Protect Your Legacy with a Robust Wealth Protection Plan 🔒 At Amyna Capital, we understand that securing your wealth and ensuring a lasting legacy requires strategic planning and wise investments. Whether it's through estate planning, leveraging trusts, or utilizing advanced tools like Private Placement Life Insurance (PPLI), our expert team is here to guide you. 💡 Key Components: 📜 Estate Planning: Wills, trusts, and powers of attorney. 🏢 Business Structures: Incorporation for asset protection. 🛡️ Insurance: Life, liability, and property insurance. 👥 Professional Guidance: Financial advisors, estate attorneys, and tax experts. Stay ahead of market volatility, legal claims, and unforeseen circumstances. Protect what you've built with Amyna Capital's wealth protection strategies. Start today to secure a prosperous future for generations to come. 🌟 Visit us at amynacapital.com to learn more or contact us for a free initial assessment. #WealthProtection #EstatePlanning #LegacyBuilding #AmynaCapital #FinancialSecurity #InvestmentStrategies https://lnkd.in/eSa9GQmK

Insurers have long been at the forefront of investing in private placements. Given where we are in the economic cycle, it may be time to take a second look at your allocation strategy with an eye towards diversification. Register now to join Laura Parrott and Lara Devieux for a webinar on the considerations for revisiting this core asset class.

Which asset class helps the high net worth class sustain their assets while also providing tax advantages? You may be surprised by the answer

🏦 The Importance of Naming Beneficiaries on Your Investments and Insurance Policies 🏦 Have you named beneficiaries on your insurance and investment products? This crucial step ensures your money swiftly passes to loved ones, bypassing the lengthy probate process. Why It Matters: - Swift Transfer: Beneficiaries get funds directly, avoiding delays. - Avoid Legal Hassles: Prevent assets from being tied up in legal procedures. - Clarity and Precision: Ensure your money goes to the right person. The Risks of Not Updating: - Changed Circumstances: Life changes need updates to your beneficiaries. - Potential Misallocation: Without updates, assets might go to unintended recipients. How We Can Help: At Reynolds Financial Solutions, we ensure your legacy is protected. Our advisors will: - Review and Update: Regularly review your beneficiaries. - Strategic Planning: Maximize benefits for your recipients. - Peace of Mind: Ensure smooth asset transfer to the next generation. Don’t leave your legacy to chance. Ensure your investments are properly managed. Contact Us Today: 📞 403 212 1111 📧 [email protected] https://bit.ly/3A6YhUf Secure your legacy with Reynolds Financial Solutions. #EstatePlanning #FinancialPlanning #NamingBeneficiaries #RFS #SunLifeCanada #LegacyPlanning #InvestSmart #FinancialSecurity Insurance: Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc. Mutual Funds: Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.

Incredible article from Hunter Hopcroft on how Apollo is leveraging insurance and annuity origination to issue private credit. “Financialization, defined simply, is the demand for debt assets in the absence of productive uses of that debt. Debt creation equitized by insurance liabilities is an End State of financialization.” Read:

Need investment capital? Buy a life insurance company… clever strategy in a higher interest rate environment with the underlying capital duration better matched to the PE fund strategy. Nonetheless, will require additional scrutiny to mitigate systemic risk. https://lnkd.in/gv8ZDYgx #risk #capital #privateequity #insurance #rates #banking #funding #investment #insurancecompanies #duration #economy #markets

Excited to highlight a recent article from Steven Brod published by Forbes.     Today's high-net-worth clients expect customized solutions and financial guidance that go beyond traditional investments. Steven explores the challenges financial advisors face in finding true diversification for clients and why private placement investments have become an attractive option for high-net-worth clients seeking alternative investment exposure.    Explore the benefits and potential disadvantages of using PPVUL and PPVA by reading the full piece here: https://lnkd.in/eMFKv4JN   For financial advisors only.  IMPORTANT DISCLOSURE: https://lnkd.in/e3VJtU2q   #financialadvisors #alternatives #investing #lifeinsurance  

The war on financial advisers continues with ASIC vowing to target advisers due to failing choice products. Here is a novel idea, why don't you target the product providers over that? #ASIC #investment #investing #investments #super #superannuation #choice #choiceproducts #choiceinvestments #mysuper #financialadvice #financialplanning #financialadviser #financialadvisor #financialplanner