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Spousal Lifetime Access Trust (SLAT) - Case Study


PartnersFinancial is a national community of industry-leading, independent life insurance and financial professionals. For more than 30 years, the organization has supported its members as they build insurance industry knowledge and expertise. In the process, PartnersFinancial members created a powerful culture of idea-sharing and collaboration — all for the benefit of their clients.

PartnersFinancial members take advantage of the organization’s preferred market access and clout to offer clients a comprehensive selection of high-quality insurance and wealth transfer solutions. Members also have access to an extensive range of resources, technology, tools, and knowledge-sharing forums and events. A division of NFP, PartnersFinancial also offers members access to capabilities that go beyond an individual company’s scope.

To view a case study on Spousal Lifetime Access Trust (SLAT) strategy, click below.