Rebalancing Life Insurance: The New Strategy to Keep Clients Prepared
March 17, 2018 at 08:00 AM EDT
By Chris Orestis via Iris.xyz When you ask most clients what they think of when you mention rebalancing, you generally get answers around keeping their portfolios neatly divided between stocks and bonds to maintain the right asset allocation and reduce their risk. But, in the era of the 401k...