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.

Download our free Family Office Report to learn more about the family office industry.

Read more Family Office Definitions

Tags: What is joint whole life insurance policy?, joint whole life insurance policy definition, joint whole life insurance policy family office, joint whole life insurance policy term, define joint whole life insurance policy, joint whole life insurance policy wealth management, joint whole life insurance policy multi-family office, joint whole life insurance policy single family office

Leave Your Response

* Name, Email, Comment are Required

We run the Family Offices Group, the #1 largest family office association with 84,000+ global members. We offer live events, a bestselling book, Webinars, a family office database, and a family office training & certificate program called the Qualified Family Office Professional (QFOP). To get to know us please watch this 2 minute video, and contact us any time during pacific business hours by calling (212) 729-5067 or emailing us at

Free Family Office Report (PDF)

Contact Details for 1,000 Family Offices in Excel