RESOURCES
Expand your TOLI knowledge with insightful blog posts, real-world case studies, and in-depth white papers on key trust-owned life insurance topics.
BLOG POSTS
Growing Risk in Trust-Owned Life insurance
New ITM data reveals rising risks in TOLI portfolios, highlighting the need for stronger trust management.
THE MANY DUTIES OF A TOLI TRUSTEE
Review trustee duties to ensure you’re covering them all, including policy oversight, tax compliance, and beneficiary communication.
THE 5 BIGGEST MISTAKES TOLI TRUSTEES MAKE
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PURCHASING VS. GIFTING: THE 3-YEAR RULE
Understanding the IRS three-year rule and the options for transferring or purchasing a life insurance policy within a new ILIT.
CASE STUDIES
ITM HELPS RECOVER $400,000 IN PREMIUMS
How ITM’s remediation team stepped in to help the insured recover excess premium payments due to carrier oversight.
HOW LITCO LOCATED MISSING BENEFICIARIES
How LITCO navigated a complicated ILIT death benefit distribution by finding missing beneficiaries.
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WHITE PAPERS
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