The TOLI Center - Fiduciary Advisor Series

The TOLI Center
Today's Life Insurance Risk Management Platform for Fiduciaries and Wealth Advisors

Fiduciary Advisor Series

Our Fiduciary Advisor Series addresses customary TOLI questions and issues so that ILIT fiduciaries can document a product process and reasoned TOLI risk management determinations.

1 Estate Planning with an Insurance Trust	10 Trust-Owned Life Insurance Portfolio Management
2 TOLI Product Suitability Determinations	11 OCC Reg 9 2008-10 Bulletin – ‘Unique’ Asset Management Guidance
3 Actuarially Defensible Policy Evaluation	12 Life Settlement – An Executive Overview
4 Life Insurance Consulting Services	13 Premium Finance – An Executive Overview
5 2006 TOLI Portfolio Statistics Report	14 Institutional Life Insurance (ILI) – An Executive Overview
6 TOLI Investment Policy Statement (TIPS)	15 TOLI Vendor Selection and Management Due Diligence
7 Insurance Trust Policy Evaluation statements	16 2010 TOLI Risk Management Outlook
8 Corporate Trustee Risk Management	17 2011 TOLI Risk Management Outlook
9 Professional Advisor ILIT Support

Additionally, our webinars are available to review topical TOLI-specific risk mitigation issues including:

· Customized ILIT Client Administration and Policy Risk Management

· Risk Mitigation Options for Problematic Inforce Policies – Remediation, Restructure and Rescue

· Premium Finance Design, Structure and Annual Management

· Life Settlement Due Diligence for Unwanted and Un-needed TOLI Policies

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