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The TOLI Handbook
We don’t Just Manage TOLI - We Wrote The Book On It
The TOLI Handbook will help you answer tough questions such as:
- What is more important when a trustee makes a decision about a policy, the outcome or the process?
- When should a TOLI trustee consider selling a life insurance policy?
- What should you do if a premium is due on a guaranteed universal life (GUL) policy and you have not received all the signed Crummey Notices from the beneficiaries?
- What is one of the biggest mistake trustees make with term life insurance?