Sentences with phrase «beneficiary after the client»

Further, if the death benefit exceeds the policy cash surrender value, the proceeds received by the beneficiary after the client's death will also be income tax - free.

Not exact matches

After your client's death you realize that the land was owned by your client's company, not your client directly, and the company passed to a different beneficiary.

When the client dies, their beneficiary gets the remaining death benefit after loans are satisfied.