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JH Advanced Markets Radio
Life Insurance & Prudence:
Duties of a Trustee
with Barry Flagg and Patti Spencer
Going from $4.7M to $8M to $2.5M life insurance coverage--- Is this prudent?
Today's broadcast is a discussion of the Uniform Prudent Investor Act and its application in the first court ruling addressing a trustee's activities with regard to the insurance policies owned by the trust. The Cochran Case illustrates that Trustee activities will define what a prudent process is --- a process that now clearly includes a duty to monitor, investigate and manage ALL trust assets, including life insurance.
Click Here to Listen.
Randy Zipse, JD, CPA and VP of The Advanced Markets Group discusses the topic with Barry D. Flagg, CFP, CLU, ChFC, founder of TheInsuranceAdvisor.com (TIA), and Patti S. Spencer, JD, a nationally recognized Trust & Estates attorney, expert witness, and author.
If you have problems opening the above link, please click below to listen:
http://jh1.jhlifeinsurance.com/JHPortal/channel/0,3012,2072913_2079727,00.html
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