Moneyguard ownership possibilities you may not have thought about!

Most advisors have already taken advantage using a different owner on the MoneyGuard® policy than the insured (e.g. adult kids owning a MoneyGuard® policy on their parents and vice versa).  Below are two examples you may not have thought of.   Let us know if you have questions and you can use the attachments as a guide as well. *please make sure every client consults a tax professional before any tax related decisions   Owner: Irrevocable

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