Document Drafting
With over 40 years of experience between the home office staff, you can rest assured that the documents we prepare will be approved from not only the Life Insurance Company’s standpoint, but will include all necessary Internal Revenue Codes. There is required language that must be inserted into the Court Order, Settlement Agreement, and Qualified Assignment, that, if not inserted, can jeopardize the tax free nature of the settlement. Trust us here at Summit to make sure the documents are drafted correctly.
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