Definitions: Difference Between SP and CP (and more)
The following definitions are important to know so that you can accurately determine how to fund your TOLI, as well ... Read More
Trust-Owned Life Insurance: What is it and What are its Benefits?
Trust-Owned Life Insurance (TOLI) is an irrevocable trust that is funded with life insurance. As a result, another name for ... Read More
Trust Bank Accounts
One of the first things that you will want to do after creating your TOLI is open a trust checking ... Read More
What to Look for When Purchasing Life Insurance
After selecting an insurance company, illustrations are shown for different policy types. Each illustration is based on inferences about the ... Read More