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Newsletter 06/13/2023 New In-Depth ILIT Resource


New Comprehensive ILIT Resource

Share this ILIT resource with attorneys and other Centers of Influence.

Encourage them to introduce you to clients who need your help.

Beyond the overview of ILIT variants, the guide contains several sample trusts, including:

  1. Trust language used for ILITs holding traditional single life insurance policies

  2. Trust language for ILITs holding survivorship life (2nd to die) contracts

  3. Spousal Limited Access Trust (SLAT) holding single life policies

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