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Research by Zurich reveals that there are many great benefits to be gained from engaging with a financial advisor – especially when it comes to life insurance.
Zurich’s Prisma multi-asset funds recently reached an impressive new milestone of €5bn in assets under management.* The Prisma range which targets five different risk profiles is highly popular amongst investors and now has over 60,000 policyholders since launching in 2013.
Timing the markets and getting a forecast of the economy exactly right is an elusive concept. Therefore, holding a diversified range of assets that move in different directions depending on market conditions can be helpful to investors.
In today's TechTalk we look at the assignment model versus putting a policy under trust.