ILIT Portfolio Liability Calculator

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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