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818.883.1313

Second-To-Die Policy

Ensure the Future of Your Estate.

Between physical assets and financial successes, there are many things that married couples share. Tri County Insurance Services knows that couples today can easily accumulate wealth in the millions, which means hefty estate taxes in the event of either spouse’s passing. A Second-to-Die policy, also known as Survivorship Insurance, is a type of joint insurance that covers the lives of two people, usually married couples, where the death benefit is not paid until the death of the second insured person.

Under federal tax law, you are permitted to leave an unlimited amount of personal assets to the surviving spouse, allowing you to postpone estate taxes until the death of the second spouse. While this lets you keep personal assets, such as home or business, within the family, it also means that your beneficiaries may be faced with paying a large estate tax after your passing.

A Second-to-Die policy from Tri County Insurance Services gives your beneficiaries the means to pay off your estate taxes without having to liquidate the personal assets you’ve worked hard to attain. And because the policy insures more than one person, you’ll also enjoy a lower premium, and the total cost of the insurance will be cheaper than the estate taxes your beneficiaries will be liable to pay.

Due to the specialized nature of Second-to-Die insurance, some limitations may apply. It’s important to discuss your options with an insurance specialist from Tri County Insurance Services to determine the right amount coverage for you and your family.
 

Our Location

Main Office

19720 Ventura Blvd., Ste G
Woodland Hills, CA 91364
Main office: 818-883-1313

Our Providers

Testimonials

I have used Tri County Insurance for about 3 years now and I have always received excellent service.
Michelle Lalisan
Our agent Yolanda Haro is extremely customer service oriented and works hard to ensure that the insurance coverage provided to us gives us the protection we need at the most cost effective price.
Lisa
The customer service has been nothing short of the best!!! Our agent Vida is amazing!!
Fabian & Angie Mendez, Premier Carpet Care