Irrevocable Life Insurance Trust What is it? An irrevocable life insurance trust (ILIT), sometimes referred to as a wealth replacement trust, is a trust that is funded, at least in part, by life insurance policies or proceeds. If properly implemented, an ILIT can help minimize estate taxes and …
Mutual of Omaha
Mutual of Omaha Has Enhanced Their GRO Rider
As of January 1st, 2016 Mutual of Omaha's (MOO) GRO (Garaunteed Return Option) rider will have four additional 100% refund windows for your clients to receive all of their money back. These windows are at policy years 21, 22, 23 and 24. These additional windows will now provide your client with six …
Standard And Poor's Affirms Ratings Of Mutual Of Omaha And Affiliates
S&P Affirmed it's A+ Rating for Mutual of Omaha and it's affiliates A press release on July 11 by Standard and Poor ratings they announced that they are reaffirming it's A+ rating for Mutual of Omaha and it's affiliates. This is the fifth highest of the companies 21 ratings. The short-term …