OUTSIDE RESOURCES
Ernst & Young study: Benefits of Integrating Insurance Products into a Retirement Plan
Ernst & Young (EY) has proven a mix of insurance and investment solutions can yield better outcomes than an investment-only approach. According to their research, a financial plan that combines permanent life insurance, participating deferred income annuities and investments is more likely to outperform a "buy term, invest the difference" approach long-term.
Read a summary of the study here.
