About cwiertzema

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So far cwiertzema has created 152 blog entries.

The Life Insurance Trust Company Process

By |2018-09-11T19:23:49+00:00September 19th, 2018|Categories: BLOG|Tags: |

In our last post, we highlighted the fact there finally is a solution for those TOLI trustees that share a common problem - orphan trusts - life insurance trusts with grantors who have no other business relationship with the bank or trust company. That solution is Life Insurance Trust Company (LITC), an affiliated company started under [...]

Life Insurance Trust Company Completes Bulk Transfers of Life Insurance Trusts

By |2018-09-18T13:56:59+00:00September 18th, 2018|Categories: BLOG|Tags: |

Life Insurance Trust Company Completes Bulk Transfers of Life Insurance 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), the only trust company focused exclusively on life insurance trusts, recently completed two court approved bulk transfers of life [...]

What A TOLI Trustee Can Learn from Existing Court Cases – Part 2

By |2018-09-13T14:52:36+00:00September 12th, 2018|Categories: BLOG|Tags: |

In our last post, we reviewed three court cases that guide TOLI trustees dealing with the liability that managing life insurance brings.  In this post, we will review three more cases that will add to that guidance. French, et al. v. Wachovia Bank N.A. The Wachovia case grew out of a policy replacement that generated a [...]

What A TOLI Trustee Can Learn from Existing Court Cases – Part 1*

By |2018-09-11T18:20:41+00:00September 5th, 2018|Categories: BLOG, Uncategorized|Tags: |

The majority of trust owned life insurance (TOLI) settlements do not come after a court case, they are paid out behind closed doors to avoid publicity.  But the cases that wind their way to court guide the TOLI trustee hoping to avoid liability.  In this two-part series we will review several cases and outline the key [...]

The Top Five Mistakes Trust Owned Life Insurance (TOLI) Trustees Make

By |2018-09-11T18:20:41+00:00August 30th, 2018|Categories: BLOG, Uncategorized|Tags: |

Just over a decade ago, we began managing life insurance policies for TOLI trustees.  In that time, we have grown from a handful of dedicated team members to the largest life insurance policy management firm in the country with 175 employees and hundreds of clients.  It is no wonder the growth has occurred.  Life insurance is [...]

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This Is A Custom Widget

This Sliding Bar can be switched on or off in theme options, and can take any widget you throw at it or even fill it with your custom HTML Code. Its perfect for grabbing the attention of your viewers. Choose between 1, 2, 3 or 4 columns, set the background color, widget divider color, activate transparency, a top border or fully disable it on desktop and mobile.