Extract to table
Pull the structured facts out of a document: parties, dates, amounts, obligations.
Extract to table / ilit-schedule-a.docx
ilit-schedule-a.docx
Parties
Glenmore Insurance Brokerage LLC
Division Glenmore Insurance Brokerage LLC
Dates
March 15, 2023
Amounts
$15,000,000
$187,500
Obligations
All capitalized terms used but not otherwise defined herein shall have the meanings ascribed to them in the Trust Agreement
This Schedule A is incorporated by reference into the Trust Agreement and shall be construed as an integral part thereof
Upon receipt of each premium contribution from the Grantor, the Trustee shall issue written Crummey withdrawal notices to each of the following Trust beneficiaries, as more fully described in the Trust Agreement: (a) Thomas R
To the extent that any withdrawal right lapses unexercised, the lapsed amount shall be retained by the Trustee and applied toward the payment of the annual premium on the Policy or otherwise administered in accordance with the Trust Agreement
The Trustee shall be responsible for the timely remittance of premium payments to Beacon Life Assurance Company in order to maintain the Policy in full force and effect
The Grantor has retained no incidents of ownership in the Policy, directly or indirectly, and the Grantor shall not exercise or attempt to exercise any of the rights described above