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Latest Posts
Remediation, the Weak Link for Trustees – The TOLI Handbook: Chapter 16
Updated 11/13/19 Originally posted 8/8/18 A TOLI trustee we work with received a request from a grantor tired of gifting to pay premiums on his portfolio of whole life policies. [...]
TOLI Trustee Work Load and Liability Climbing as Use of ILITs Diminish
Updated 11/6/19 Originally posted 8/1/18 As the federal estate tax laws changed, the use of new irrevocable life insurance trusts (ILITs) diminished, but the work required to administer existing ILITs [...]
The Life Insurance Trust Company Solves Major Problems for Veteran Life Insurance Agents and Advisors
Updated 10/29/19 Originally posted 6/4/18 Four years ago, it was reported that the average age of a financial advisor in America was 51, with 43% over the age of 55 [...]
Carrier Offers Life Policy Buyback – Another Trustee Decision Dilemma
Updated on 10/23/2019 Originally posted on 4/28/2018 Last year, Lincoln National was offering some policy holders the opportunity to receive an “Enhanced Cash Surrender Value” if they surrendered their life [...]