On Demand Case Study:
Utilizing a Trust
What you’ll learn:
- How a trust may serve as a policy owner or beneficiary.
- Why some families explore trust structures for long-term planning clarity.
Valuable for:
- Giftors who want to understand trust-based planning at a high level.
- Giftors considering different planning structures.
This video is intended for educational purposes only. Insurance products, underwriting guidelines, and eligibility requirements vary by insurer and individual circumstances. All coverage decisions are made by the issuing insurance company.
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