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 [...]

5 Reasons Why Top Life Insurance Professionals Are Utilizing the Life Insurance Trust Company

Top life insurance advisors – those who are Top of the Table or Forum 400 producers or aspire to be – do things a bit differently than other life insurance agents. They spot trends before others, see opportunities where others don't, and create advantages for their practice whenever they can. That is why so many [...]

7 Reasons Why Life Insurance Trusts Will Always Make Sense

When Donald Trump signed the Tax Cuts and Jobs Act of 2017 (TCJA) into law in December of 2017, the estate planning market was altered. The law raised the federal estate tax exemption from $5.49 million to $11.18 million, and many believed the need for a life insurance trust to house their policy was diminished. [...]

2019-07-02T10:01:35-05:00July 2nd, 2019|General Interest, Uncategorized|0 Comments

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 [...]