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@thetruthseeker1983 Thank you very much, appreciate your input! I agree, # 2 is probably best addressed by a tax person, will cross post over there. The current broker stated he will find out if policy can be changed. Given his past performance, nobody is holding their breath waiting for that...

I'm writing this on behalf of a friend as her broker has not been helpful at all and would appreciate any insights or recommendations the insurance community may have. Background : The father (A) purchased 20 year pd up Participating life insurance policies on his children (X & Y) over 30 years...