Life insurance that resides inside a trust. Trust-owned life insurance is used by many high net worth individuals as the cornerstone of their estate plan. It enables the trust to provide for survivors, cover estate tax liability planning, balance inheritances among heirs and meet charitable objectives.
Watch: Life Insurance
|||Life insurance is viewed as a long-term asset that will not be used for its true purpose, ideally, for decades. Consequently it is often overlooked when monitoring and managing the overall trust. However, it is important that the trust-owned insurance policies be reviewed regularly. The existing policy might not meet the current needs of the trust, and newer insurance products might be more cost efficient and offer better options and features.
投融网(www.ipo.hk),创建于2011年,十年如一日,专注专业:企业投融资、IPO上市咨询辅助、定增、供股、发债、并购、重组、买卖壳资源、财经公关等业务,一站式金融机构及业务对接平台。
投融资俱乐部,入驻120万+ 机构会员,会员可发布及对接投融资需求、筛选优质项目、企业上市辅导、兼并收购等投行业务信息,在线结识更多人脉,构建投融资与上市服务生态圈。
欢迎各类机构洽谈合作。
邮箱:service@ipo.hk
电话:0755-33572246
Trust-Owned Life Insurance - TOLI
2018-05-02 17:33:08 浏览:86 来源:投融网