TrustBuilder - Fiduciary Advisor Series

TrustBuilder
Outsourced Fiduciary Support Services for Trust-Owned Life Insurance

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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