Spousal Access Trusts

Irrevocable Life Insurance Trusts (ILIT) have been a basic estate planning tool for years. The Spousal Access Trust is a variation of the ILIT that allows for some access to the cash values building in the life insurance policy. You’ll find additional information here and your BPI team is standing by to help!

Spousal Access Trusts

How Does Spousal Access Trusts Work? – 3/2011
Spousal Access Trusts – Producer Guide -3/2011
Retaining Flexibility With a Spousal Access Trust – 3/2011
Spousal Access Trust Whitepaper – 3/2011