Now Is a Good Time for TOLI Trustees to Talk to Their Clients
An online survey about life insurance found 33% of life insurance policy owners do not understand how their policy works. (1) The other 67% probably
An online survey about life insurance found 33% of life insurance policy owners do not understand how their policy works. (1) The other 67% probably
After over a decade in the TOLI (trust-owned life insurance) business, we are aware of trends that come and go. One trend we are seeing
Life insurance trusts today have lost some of their allure with the raising of the federal estate tax exemption amount. However, a specific type of
The single largest personal investment for couples between thirty and sixty years of age is often their personal home. The mortgage payment on a $400,000 home
Guest Post: Thomas Yaeger – Managing Director | Premium Finance Group, Pacific Western Bank Life insurance financing is a way to pay for insurance premiums
Top life insurance advisors – those who are Top of the Table or Forum 400 producers or aspire to be – do things a bit
In our first post, we described a life expectancy report and the policy management process called premium optimization. In this post, we will show you
The Life Insurance Trust Company is unlike any other trust company in the country. Focused on a single asset – life insurance – and created
As a trustee, are you able to answer “yes” to the following questions? Are all the policies under your care financially sound? Are you able
How trustees review and manage life insurance policies varies widely and few, if any, have formal review policies and procedures in place despite the various
Life insurance is an important investment. Trust-owned life insurance policies are inherently significant sums of money and therefore it’s vital that they’re managed appropriately. Policies
The family office space has grown dramatically in the last few years. Today, there are over 2,300 family offices that have a minimum of $50
When Donald Trump signed the Tax Cuts and Jobs Act of 2017 (TCJA) into law in December of 2017, the estate planning market was altered.
In our last post, we highlighted the fact there finally is a solution for those TOLI trustees that share a common problem – orphan trusts
Establishes unique and proven process to transfer ILITS from Banks and Trust Companies Sioux Falls, South Dakota, September 18, 2018: Life Insurance Trust Company (LITCO),
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we’re hosing a Q&A with the business valuations experts at itm
Privately held businesses form the backbone of many families’ wealth and legacy, often representing significant personal, financial, and emotional value. When these businesses are held within trusts, accurately determining their worth becomes crucial audit, tax, financial, and legal reasons.
In this webinar, we’re talking with valuations experts from ITM to get a better understanding of when and why a trustee should seek out a privately held business valuation.
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