Add life insurance (existing policies including ILIT)

Using Luminary, you can see how life insurance, that is held within an ILIT or is directly held by a family impacts a family’s current net worth, and their projected estate once benefits are paid out.

Modeling existing life insurance

In Luminary, you can add existing life insurance directly held by the main individuals, as well as insurance policies held in trust. Watch this tutorial video for step-by-step instructions on how to model life insurance.

Modeling hypothetical / new life insurance policies

If you are quantifying the impact of a new life insurance policy, or transferring an existing policy to a trust, view this article:

📄 Life insurance scenarios (existing or new policies)