About ameystelman

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So far ameystelman has created 3 blog entries.

The Life Insurance Trust Company Can Help Grantors Save Thousands on Their Gifting – Part 2 of 2 Part Series

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 how we use these tools to minimize the carrying costs on a policy on an older aged insured to potentially save thousands of dollars. In this case, we had a [...]

The Life Insurance Trust Company Can Help Grantors Save Thousands on Their Gifting – Part 1 of 2 Part Series

The Life Insurance Trust Company is unlike any other trust company in the country.  Focused on a single asset – life insurance – and created by the premier manager of life insurance portfolios in the country, we provide a level of service to grantors (and their advisors) that is unparalleled. The company is an affiliated [...]

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 think they know how it does, but I imagine they would appreciate a refresher lesson on how it actually works. Even if they do understand how it works, do they [...]