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Lincoln MoneyGuard® Solutions: Advanced Planning with Trust

Agenda

1. Revocable trusts can usually buy Lincoln MoneyGuard® Solutions insuring the trust grantor(s)

2. Irrevocable trusts generally cannot own Lincoln MoneyGuard® Solutions insuring the trust grantor(s)

3. Irrevocable trusts may be able to own Lincoln MoneyGuard® Solutions insuring a trust beneficiary

4. How to identify which irrevocable trusts can own Lincoln MoneyGuard® Solutions on a trust beneficiary