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Concentrated Stock Reposition
Published: July 22, 2021
Tracking Code: 70044
Business Line: Advanced Planning
Category: High-Net-Worth Individuals

You may have clients holding on to a surprisingly large concentration of stock in a single company. At older ages, diversifying may be in their best interest. Life insurance can act as a noncorrelated asset, providing a natural hedge against the market risks of concentrated stock.

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