What are your ILITs telling you?

  • Are you aware of your ILIT risks?

  • Are you using TOLI data to make informed decisions?

  • Learn what you don’t know about your insurance trusts

Enter the number of ILITs you possess to receive your
Fiduciary Risk Report Card.

0.00

Total Assets

$0.00

Asset Value

$0.00

Fiduciary Liability

$0.00

Insurance Premiums

$0.00

High Risk Assets

0.00

Annual Remediation Triggers

Key

Total Assets:
Number of life insurance policies held in trust that you have administrative responsibility

Asset Value
The total value of your trusts is determined by calculating the value of all future life insurance death benefits

Fiduciary Liability
Since your primary fiduciary duty is to protect the interests of ILIT beneficiaries, your fiduciary exposure is the sum of all death benefits held in trust

Insurance Premiums
The amount of annual premiums required to keep insurance policies active and to protect the interests of your trust beneficiaries

High Risk Assets
The amount of trust value in eminent danger and requires immediate action to prevent loss of benefits to your client(s); the trust beneficiaries

Annual Remediation Triggers
The annual number of policy management triggers that require professional oversight and effective remediation to protect trust values

Want More Actionable Data?

Receive a Comprehensive Analysis Report

Comprehensive ILIT portfolio analysis
Portfolio totals and averages
Policy risk ratings
Operational costs
Administrative duties
TOLI policy management Information
Remediation requirements
An ACTION plan

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