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Insurance

Insurance As an Investment

What if the investor would like to use an insurance policy as a tool to enable passing on a large (greater than $5 million) estate?

The tiny fraction of people with high net worth assets that are part of an estate that may be passed to survivors may use an insurance policy to help defray the cost of estate taxes that a beneficiary might be responsible to pay. You should discuss this strategy with a tax professional before taking any action.



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