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May 2025 Issue
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May 2025

Articles by Author: Jonathan B. Forman and Michael J. Sabin

Survivor Funds: Not for the Faint of Heart

By Jonathan B. Forman and Michael J. Sabin Wed, Mar 29, 2017

“Survivor funds,” which offer mortality credits but aren’t annuities, could provide investors with enhanced returns, these authors claim. But, for some, loss of principal would be certain. (Painting of...

Published March 30, 2017

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