The Year in Review: Trust Owned Life Insurance (TOLI) in 2017

Posted on December 1, 2017 by mbrohawn While 2017 was another challenging year for those of us who manage life insurance portfolios, ITM TwentyFirst started the year highlighting the efficiency of life insurance in an ILIT as a preferred method of passing wealth to the next generation. In our first post of the year we cited an example of a 65-year-old couple in good health purchasing a survivorship guaranteed universal [...]