Broker Check

Why Banks Invest More in Life Insurance Assets than Real Estate

January 21, 2022

Most people would agree that Banks must have a sound financial strategy when it comes to growing their balance sheet. After all, they are taking our (the consumer's) hard-earned dollars and deploying them. Let's take a look at what the largest U.S. banks invest in and understand why and how it's important for those on the path to building, preserving, and transferring their wealth. In this video, we identify the top five reasons why banks buy and invest into Life Insurance as an asset class and reap the major tax benefits.

I'm very excited to share this as the first piece of my educational content series in 2022! Please stay tuned and subscribe for more!