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About Trusts & Estates
Almost every article published about life insurance in Trusts & Estates is focused on the ultra-high-net-worth (UHNW) individuals whose net worth exceeds $30 million. Those aren’t the majority of clients most of us see every day. It’s important to understand the uses of insurance for that majority. Some of these uses may also apply to UHNW clients, depending on their circumstances and concerns.
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