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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 [...]

Directed TOLI Trusts – the Good, the Bad and the Best Solution

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 more and more lately is the use of directed TOLI trusts. Directed trusts divide the responsibilities of the trust into two distinct tasks – administration and asset management. Directed trusts [...]

2019-02-04T15:46:28-05:00October 1st, 2018|BLOG, Uncategorized|0 Comments