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Role of living settlements in estate planning

Life insurance is a mainstay in property and business succession/buy-sell planning. However, despite its widespread use, many advisors and their clients look at the value of a life insurance policy as an investment asset with the current fair market value (FMV) rather than the policy’s death benefit or current cash surrender value (CSV). Let’s focus. , By considering a life settlement, advisors and their clients can value life insurance policies appropriately and potentially monetize

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