Survivorship Insurance

Survivorship Insurance

Looking beyond estate taxes

Survivorship life insurance (SLI) is a product that’s often overlooked for legacy, retirement and business planning needs, perhaps because it’s more commonly associated with estate taxes. With the estate and gift tax exemption now increased for individuals to $5.43 million in 2015, many clients no longer have an estate tax planning need. However, the benefits of SLI over individual policies can still be valuable.

SLI can be an effective vehicle in helping to maximize

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