Trust-owned life insurance = opportunities for insurance professionals

October 10, 2014 by Jeff Hallman

With interest rates at record lows, trust-owned life insurance (TOLI) should be reviewed regularly to determine the risk of lapse. However, many trusts are administered by family members or others who lack the expertise to conduct policy reviews. Insurance agents have an opportunity to become a valuable member of the estate planning team by offering to review TOLI universal life policies and making recommendations for policies on the verge of lapse. Click here to read…

Originally Posted at LifeHealthPro on October 10, 2014 by Jeff Hallman.