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UNIVERSAL LIFE

Wealth distribution is a complex matter and should warrant some careful thought to make sure it goes according to plan. 

Using a Universal Life policy as a tool for wealth distribution is arguably the most cost-effective way to achieve that very goal.

This could be used in conjunction with wills and trusts to facilitate a seamless transfer of wealth from one generation to the next.

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ANY ENQUIRIES?

We're happy to guide you through any lingering questions.
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