Selected articles
Insurance trust helps family wealth inheritance and children’s education
Mr. Zhao is an entrepreneur with considerable family wealth
As he grew older, he began to consider the inheritance of family wealth.
I especially hope to provide stable financial support for my two children.
and ensure their future education is worry-free
So he signed a high-dollar life insurance contract
Specify that the insurance benefits of this contract will be paid after Mr. Zhao’s death
And designate their children as beneficiaries and become the initial property of the trust
Next, Mr. Zhao consulted a professional trust planning consultant
And after the team has an in-depth understanding of his needs,
Developed a personalized insurance trust planning plan for him
Taking into account the needs of future children’s education, daily life and future development
Establish the fund as "Education Fund" and "Life Fund"
| "Education Fund" is used to pay for children's tuition fees, study materials, extracurricular tutoring, etc. from primary school to university.
| "Living Fund" is used to pay for children's daily living expenses, entertainment activities and social expenses.
In this way, regardless of whether Mr. Zhao is alive or dead in the future, his children will receive sufficient financial support.
to receive a high-quality education, and finally to ensure the effective execution of the trust
He appoints a reputable trust company as trustee
And will pay various expenses to the children regularly according to Mr. Zhao’s wishes
and ensure the rational use and value-added of funds
How does Mr. Zhao protect his children's future life through insurance trusts?
1. Using insurance trust planning, Mr. Zhao successfully passed down family wealth.
and children’s education provides a stable guarantee
2. Even if Mr. Zhao is unable to take care of his family personally in the future, the insurance trust can ensure
Children’s educational and living needs are met
As he grew older, he began to consider the inheritance of family wealth.
I especially hope to provide stable financial support for my two children.
and ensure their future education is worry-free
So he signed a high-dollar life insurance contract
Specify that the insurance benefits of this contract will be paid after Mr. Zhao’s death
And designate their children as beneficiaries and become the initial property of the trust
Next, Mr. Zhao consulted a professional trust planning consultant
And after the team has an in-depth understanding of his needs,
Developed a personalized insurance trust planning plan for him
Taking into account the needs of future children’s education, daily life and future development
Establish the fund as "Education Fund" and "Life Fund"
| "Education Fund" is used to pay for children's tuition fees, study materials, extracurricular tutoring, etc. from primary school to university.
| "Living Fund" is used to pay for children's daily living expenses, entertainment activities and social expenses.
In this way, regardless of whether Mr. Zhao is alive or dead in the future, his children will receive sufficient financial support.
to receive a high-quality education, and finally to ensure the effective execution of the trust
He appoints a reputable trust company as trustee
And will pay various expenses to the children regularly according to Mr. Zhao’s wishes
and ensure the rational use and value-added of funds
How does Mr. Zhao protect his children's future life through insurance trusts?
1. Using insurance trust planning, Mr. Zhao successfully passed down family wealth.
and children’s education provides a stable guarantee
2. Even if Mr. Zhao is unable to take care of his family personally in the future, the insurance trust can ensure
Children’s educational and living needs are met
