Get the free Forethought Variable Insurance Trust Form 497K Filed 2020-07-17. Accession Number

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SECURITIES AND EXCHANGE COMMISSIONER 497K Summary Prospectus for certain opened management investment companies filed pursuant to Securities Act Rule 497(K)Filing Date: 20200717SEC Accession No. 000110465920084419

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How to fill out forethought variable insurance trust

01

Decide on the beneficiaries of the trust

02

Consult with a financial advisor or estate planning attorney to create the trust document

03

Transfer ownership of the variable life insurance policy to the trust

04

Fund the trust with the necessary assets to pay premiums

05

Ensure all legal requirements are met when setting up the trust

Who needs forethought variable insurance trust?

01

High net worth individuals looking to protect assets from estate taxes

02

Those who want to ensure their life insurance policy benefits are distributed according to their wishes

03

Individuals who want to have control over how the life insurance proceeds are managed and distributed

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What is forethought variable insurance trust?

Forethought Variable Insurance Trust is a trust that is created to hold variable life insurance policies.

Who is required to file forethought variable insurance trust?

The trustee of the forethought variable insurance trust is required to file this trust.

How to fill out forethought variable insurance trust?

To fill out the forethought variable insurance trust, the trustee must provide information about the policies held in the trust and beneficiaries.

What is the purpose of forethought variable insurance trust?

The purpose of this trust is to provide tax-efficient wealth transfer and estate planning benefits.

What information must be reported on forethought variable insurance trust?

Information about the insurance policies held in the trust, beneficiaries, and trustee must be reported.

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