This article explores why clients and trustees should review policies on a regular basis. This is especially true for trust-owned policies where the trustees have a fiduciary duty to protect the interests of the trust’s beneficiaries.
August 27th, 2020
Importance of Ongoing Policy Review for Clients and Trustees
This article explores why clients and trustees should review policies on a regular basis. This is especially true for trust-owned policies where the trustees have a fiduciary duty to protect the interests of the trust’s beneficiaries.
