Not exact matches
So the key is to arrive at a blend of
assets that can deliver returns high
enough to provide adequate income without
subjecting you to losses so large that you'll spend down your nest egg too quickly.
But there are some cases where you might want to, for example if your new
assets are
subject to dollar limits under your current policy, or if you just don't feel you have
enough coverage anymore.
Purchasing a life insurance policy with a death benefit large
enough to offset the amount of capital gains and estate tax you expect your estate to be
subjected to, guarantees your beneficiaries will not be forced to sell your
assets or be left with a fraction of your estate.