[PODCAST] Life Insurance Ownership: Myth or Reality – Part 1 from Ameritas

A new Future Focus episode is now live, with host Troy Branch examining life insurance ownership and whether common assumptions hold up in practice. This episode challenges the idea that policies are always structured correctly and highlights the impact small decisions can have. 

The discussion takes a practical look at ownership structure, including risks tied to different owners, insureds and beneficiaries, and why naming a successor may matter. It also explains how ownership affects estate taxes and what incidents of ownership mean for overall outcomes. 

Watch and share the full episode to gain insight into how life insurance ownership decisions can influence tax treatment.