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 [...]

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 [...]

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 [...]