MARY’S STORY – PRESERVING LIFE INSURANCE TAX SAVINGS OF $1.4M
Mary and her husband operated a successful family business, which is now in the capable hands of their children and grandchildren. But with Mary in her 90s and failing health, her advisors wanted to review her corporate life insurance policies purchased in the early 1980s.
It was not an easy task considering the actual sales agent of the policies had since died, the policies had not been reviewed in over 30 years, and both the client and insurer held insufficient paperwork. Our advisors were asked to confirm […]