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C&C Resource Library

C&C Resource Library

WHAT THE HECK IS THIS POLICY WORTH?

Ever stop to consider what the value of your life insurance policy is? Download this short whitepaper which summarizes the determination of the fair market value of certain permanent life insurance policies for purposes of transferring, gifting or selling the policy from one individual or trust to another.

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Charitable Remainder Trust
Dynasty Trust
Buy Sell Memorandum