A life insurance policy ensures that the dependents of the policyholder are financially protected if that person passes away. It does this by paying out a predetermined sum to the beneficiaries of the ...
A client who has a personally owned life insurance policy comes to you. You convince her to either sell or gift the policy to an irrevocable life insurance trust (ILIT). You need to get the value of ...
The great wealth transfer is reshaping the financial landscape, as Cerulli Associates estimates that $124 trillion is set to transfer through 2048. The implications for the financial services industry ...
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