This popular planning technique provides you with access to world-class investment managers during your lifetime, while allowing you to avoid probate proceedings upon death. Even if you choose to be your own trustee, Centier can help you with the investment management and record keeping functions that are critical to the success of your plan.
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Securities and Insurance Products are: Not FDIC insured. May lose value. No bank guarantee. Not a deposit. Not insured by any federal or state government agency.