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

2023-03-21T09:05:46-05:00October 7th, 2022|

What is Life Insurance Financing?

Guest Post: Thomas Yaeger - Managing Director | Premium Finance Group, Pacific Western Bank Life insurance financing is a way to pay for insurance premiums for the purchase or maintenance of a life insurance policy. The term may also be used to describe the monetization of excess cash value within an existing policy. In a

2023-03-16T13:10:53-05:00January 21st, 2022|
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