“Trustees need to able to navigate the many complexities and areas of exposure engendered by trust-owned policies. They also require a certain expertise when reviewing policies...”
National Underwriter May, 2007

We provide that “certain expertise” to clients and their trust advisors. We guide them through our TOLI process whereby they determine their risk tolerance, trust goals, and management style preference. We explain their current coverage, decide if it is meeting their goals and provide a plan for moving forward. We then work with them to create guidelines and form a policy management statement. Finally we monitor the policies through our industry leading TOLI Vault which gives trustees quick access to all policy documents and helps them meet their fiduciary responsibilities.

We guide clients through our unique underwriting process, secure and explain proper coverage and then monitor that coverage annually. We work closely with their trustee and other advisors to ensure the policies are managed according to the policy management statement previously created, thereby assisting the trustee in their fiduciary responsibilities. We are working to be the nation’s leading provider of Trust Owned Life Insurance services, dedicated to being a knowledgeable and prudent advisor to the trust.
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866.998.TOLI(8654) toll free, 866.240.7557 fax