Institutionalize Your Life Insurance Portfolio

It is frequently suggested that that family offices should mimic institutions and adopt an institutionally disciplined and process-oriented approach when managing their investment portfolios. Through a process-oriented approach, institutions and family offices can be more effective and produce more efficient long-term results.

While this concept is often discussed in an investment context, family offices should consider a similar process-oriented approach when managing other family assets, including life insurance. The author shares an institution-like life insurance portfolio management process that is designed to ensure positive long term results.