Lesson 1, Topic 1
In Progress

As a professional, we exist Not only to explain a problem, but also to solve a problem.

November 11, 2022

•Be careful, this method is usually for estate equalisation of family members.

•This method cannot work for planned giving, because it is difficult to prove the insurable interest between the settlor and the planned giving entity.

•Under such situation, assignment of life policy will be a better option.