This is one part of an ongoing educational program that we at ITM have developed for the TOLI trustee.  This educational program also includes periodic webinars.  The blog and webinars are designed for those individuals who are working (perhaps struggling) with managing life insurance in a trust setting.  If you are dealing with TOLI trust management in any capacity you will find this information helpful.  At ITM all we do is TOLI trust management and have decades of experience. We have insurance and administrative specialists on staff and we have an in-house attorney who has focused on TOLI trust management almost his entire career.  Even with all of this experience we learn new things almost weekly.  We hope to be able to share some of our knowledge with you.

This blog is for you. Please provide us with your feedback.   If you wish to do so in confidence you may email me at