Joint Whole Life Insurance Policy

Joint Whole Life Insurance Policy

by Richard C. Wilson & Family Offices Group Association Team

Family Office Definition: Joint Whole Life Insurance Policy

Joint Whole Life Insurance Policy definition:  A joint whole life insurance policy insures a group of individuals. The surviving policy owners are paid when the first joint owner dies. If the unlimited marital deduction is not used for estate planning, this is another method of excluding a policy from the taxable estate.

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