In our third INFOexchange of 2016, you’ll read:

✔️ Expert article on “Tax Implications of “Splitting” a Multiple Life Policy” by Rahul Sharma

✔️ Message from CALU’s Chair of the Board of Directors, Clay Gillespie

✔️ Expert article on “Selected Issues in Planning Insurance Ownership Transfers” by Glenn Davis
✔️ Expert article on “Testamentary Spousal Trusts: Life Insurance Planning Issues” by Glenn Stephens

✔️ Membership update from the Chair of the Membership & Communications Committee, Jeffrey Kraemer

(Members only)

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