Before moving on, respond to the following question by selecting the best answer:

2. If it is determined that the value of these life insurance policies should be removed from the Stevens' taxable estate, which of the following strategies will achieve that basic objective?
   • Ownership is not changed and the policies' beneficiaries are changed to a charitable organization.
   • Ownership is not changed and the policies' beneficiaries are changed to someone other than John or Mary.
   • Ownership is changed to someone other than John or Mary and the policies' beneficiaries are not changed.
   • Ownership is changed to someone other than John or Mary and the policies' beneficiaries are changed to someone other than John or Mary.
   • I, II, III, and IV
   
   
   • I and III Only
   
   
   • II and IV Only
   
   
   • I and IV Only

Back to Top | Next

Ohio National is not affiliated with, nor does it endorse or sponsor, any particular prospecting, marketing or selling system.

154