With the latest changes to investment-linked policies (ILPs), many investors may be contemplating the inclusion of this product in their investment portfolios. This prompted our CEO, Chris, to write his latest article in The Business Times, addressing the suitability of ILPs for your investment strategy.
In this week’s Money Wisdom episode, Chris expounds on the four pillars of our investment philosophy – economic contribution, empirical observation, implementation, and practical considerations – and explains how we use these to determine whether to include ILPs in our portfolio for clients.
You can refer to The Business Times article here.
Meanwhile, stay tuned for our next episode where we’ll discuss the pros and cons of investing in equities versus properties!
View the full list of podcast episodes published here.
Music courtesy of ItsWatR.
The host of this episode, Isaac Ong, is an Associate Adviser at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia. Learn more about Isaac here.
For more related resources, check out:
1. Money Wisdom Podcast S1E10: On Investment-Linked Policies
2. Money Wisdom Podcast S2E29: Will Providend Finally Include ILPs in Our Clients’ Portfolios?
3. Using Life Insurance as a Savings Instrument?
*Providend is very excited to share that we are now ready to extend our service offerings to the younger accumulators who are looking for holistic, independent, conflict-free wealth advice!
For this group of younger accumulators, we know that it is not easy to make retirement planning a priority when other financial goals – buying a first home, for example, or saving for a child’s education – appear more pressing. Learn how we can help here.
Let us assist you in taking care of your financial concerns so you can focus on what matters to you. If you would like an honest opinion on your current financial/retirement plan, insurance portfolio, investment approach and/or estate plan, make an appointment with us today.