Planning a family legacy - Policy split option
Legacy planning is all about passing on one’s wealth to future generations by effectively allocating assets and growing their value. The protagonist of this video shows you how the policy split option can be the key to successful wealth transfer.
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3 min
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The above examples and scenarios are hypothetical and for illustrative purposes only.
The information contained in this video is for general reference only and is not intended to constitute a recommendation or advice to any person or to be the basis for any financial decision. No person should act on any information in the video without seeking professional advice. There are certain assumptions that are used in the above scenarios and/or illustrations. Details will need to be considered on a case-by-case basis, subject to the terms of the relevant policy.
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All the information in the video is updated as of May 2023
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