Survey Points Out Why Family Offices Are Looking to the Life Insurance Trust Company as a Partner for Their Clients’ Life Insurance Trusts

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 million in assets, which is up 23% from just a year ago. (1) The industry is exploding. These family offices provide a wide array of services to their clients, including [...]

Insurance Trusts – Are Your Clients in Good Hands?

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 is $2,416 a month, the national property tax rate average is 1.19%, and the average homeowner insurance cost is $2,300.  When you look at the total investment over the span of [...]

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