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Archive for March, 2014

Insurance Participating Fund Performance

Wed, March 12th, 2014:

Insurance participating fund performance is an important area that most insurance agents exclude in the recommendation of insurance participating policies (generally policies with cash values). When ask on the past history of the insurance honouring the projected returns, most agents will say that "Company XYZ is a reputable company and hence not to worry." Many fail to highlight or simply unaware of the insurer's past participating fund performance. The past participating fund performance is a good indicator if the insurer is able to fulfil the projected value (i.e projected value of 4.75%) Read More →

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