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Agents/RRs/IARs – Please use the following email subject line: A Flexible Approach to Transferring Your Wealth
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Gain Flexibility and Still Keep Control with a Survivorship Standby Trust
When planning your estate, control and flexibility matter. A Survivorship Standby Trust (SST) offers an alternative to traditional Irrevocable Life Insurance Trusts (ILIT) or personal ownership structures, allowing you to maintain control of your life insurance now while creating a clear path to transition it into a trust later.
When used as part of a thoughtful estate plan, these trusts can help:
- Maintain control and access during your lifetime
- Align wealth transfer with long-term planning objectives
- Provide structure around how benefits are ultimately used
- Potentially reduce estate tax exposure
Watch the video to learn more about SSTs and how they can benefit you.
Lessons for Life (and Death):
Survivorship Standby Trusts
Click on image above or go to: https://nationallife.wistia.com/medias/oz3e2l9guk
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Contact me to explore your SST options today.
[Agent Name]
[Agency Name]
[Business Address]
[Agent Phone #]
[Agent Email Address]
[(If in CA or AR) State Insurance Lic. #:]
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| One National Life Drive, Montpelier, VT 05604 | www.NationalLife.com |
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Products issued by
National Life Insurance Company®
Life Insurance Company of the Southwest®
This is an advertisement.
To be removed from future mailings, please enter your email address here:
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National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York.
The companies of National Life Group and their representatives do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor. The use of trusts involves complex tax rules and regulations. Consider enlisting the counsel of an estate planning professional and your legal and tax advisors prior to implementing such sophisticated strategies.
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No bank or credit union guarantee | Not a deposit | Not FDIC/NCUA insured | May lose value |
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Not insured by any federal or state government agency |
Guarantees are dependent upon the claims-paying ability of the issuing company.
TC8790139(0326)1 | Cat No 108915(0226)
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