One simple step can make all the difference: putting your policy in a trust. Here’s why it matters:
Only about 13% of policyholders have their life insurance written into trust. Without that, the payout could end up in your estate, which might mean delays and possibly even inheritance tax.
Setting up a trust is often overlooked, but it’s one of the easiest ways to make sure the money goes straight to the people you care about—quickly and without extra hassle.
Not sure if your policy is in trust? It’s definitely worth checking!
