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Latest Posts
Best Interest Standards for Life Insurance Would Be a TOLI Trustee’s Best Friend
As a TOLI trustee, you have a fiduciary responsibility to ensure that every transaction - either a new policy sale or replacement is not only suitable for your client, but also in your client’s best interest.
Informing Grantors About Their Policy Makes Good Business Sense
An online survey about life insurance found that 33% of life insurance policy owners do not understand how their policy works. (1) I suspect that this number is probably low. [...]
Trustee Alert: Don’t Be a Casualty of the Life Insurance Illustration War
In the 1980s when current assumption universal life (CAUL) hit the market, sales illustrations were created showing cash value returns of 10% and more every year – for a product [...]
COVID-19 Update: Vaccines May Have Protected Life Settlement Lives in January
Executive Summary: The 3rd wave of the pandemic was the most widespread and deadly. Through 2020, we did not find evidence of protection on Life Settlement lives from [...]