The Many Reasons to Hire a Corporate Trust Owned Life Insurance (TOLI) Trustee

Life insurance is an important investment. Trust-owned life insurance policies are inherently significant sums of money and therefore it's vital that they're managed appropriately.  Policies of a million dollars or more are common: many policies are valued at tens of millions of dollars. So why is it that these policies are often treated with less [...]

Life Insurance Based Dynasty Trusts Provide Much More Than Just Tax Advantages

Life insurance trusts today have lost some of their allure with the raising of the federal estate tax exemption amount. However, a specific type of life insurance trust can have much more than just tax advantages – advantages that last for generations. Most of us have read stories about the dissolution of family wealth over [...]

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 [...]