New Phone Extensions: Starting Tue. 5/21, please discard any four-digit extensions and contact your team for updated info.

There's no "one size fits all" answer for deciding who should own a life insurance policy that is being used for estate planning purposes. But, these considerations can help you compare beneficiary-owned and trust-owned policies to get the discussion started.

Published: September 15, 2023
Tracking Code: 70104
Business Line: Advanced Planning
Category: Estate Planning & Wealth Transfer
Free Download