05/23/2019 by financialwealthsolutions 0 Comments
Gifting a Life Insurance Policy to a Charity
Earlier this year, Grace who is a recent widow and longtime client, found herself questioning the need of an old whole life policy. The policy had a cash value of $100,000 and a death benefit of $220,000. With the passing of her husband and her two grown children financially independent, she wondered if she still needed the policy.
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