Strategizing with ILITs

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Irrevocable life insurance trusts (ILITs) can help clients:

  • Meet liquidity needs of the grantor’s estate
  • Provide income for survivors
  • Avoid estate taxes on life insurance process
  • Shelter property in the trust from creditors

Our TOLI digital experience showcases the benefits of using trust-based strategies, like ILITs, in your clients’ portfolios.

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