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      report by Envestnet Insurance Exchange

      Transamerica: Make The Most Of Your Legacy

      TRANSAMERICA
      Apr 27, 2020

      The duties of a trustee can be challenging. Among their many responsibilities, trustees must act as fiduciaries in selecting trust investments that serve the needs of multiple trust beneficiaries in a tax-efficient manner. An annuity purchased by a trust may help the trustee meet these challenges.

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