Post by Jeff Reed, Kestler Financial Group Director of Life Insurance Sales
What started out as a simple idea and sale has become a bit more challenging.
Hopefully you read last Tuesday's email covering the basics of the Uniform Prudent Investor Act. If not, click here for the archive
. Today we delve into Modern Portfolio Theory (MPT). Why? MPT provides quite a bit of guidance for constructing trust portfolios. Many of the provisions found in the Uniform Prudent Investor Act (UPIA) we discussed last week are grounded in MPT, and as a result, give a clear indication of the role of life insurance as a trust asset.