Using Insurance Instruments for Effective Succession Planning - Hull on Estate and Succession Planning Podcast #61
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During Hull on Estate and Succession Planning Episode #60, Ian and Suzana discuss how term policies and whole life policies can apply to succession planning.
They cover three important aspects to consider when reviewing your insurance policies, especially in a separated spouse situation including the funding of support obligations, the designation of the policy's beneficiaries, and how the policy will be funded after death.
