Life Insurance Trust Company an ITM TwentyFirst Company

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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?