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concept-piece-download-70104-structuring-life-insurance-policy-ownership

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
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