Professional Advisor Library

TOLI Administration Practices

ACTEC Journal  

●  Trustee Administration of Life Insurance, (Part 1 of 4), 2006 

●  Standards of Prudence and Management of the Insurance Portfolio, (Part 2 of 4), 2006  

●  Evidencing Care, Skill and Caution in The Management of ILITs, (Part 3 of 4), 2006  

●  ILIT Asset Management: The Written Investment Policy Statement, (Part 4 of 4), 2006

ABA

●  Fiduciary Pitfalls with Trust-Owned Life Insurance, ABA Tele-Briefing, 2006 

TOLI Replacement 

●  Replacement Questionnaire, 1997 CLU Society 

Life Insurance Industry Trends 

●  It is time to Turn Life Insurance on Its Head, 2008 

Limited Duty Arrangements 

●  Tax Trap when ILIT Trustee Disclaims Policy Selection Responsibility, 2006 

●  Crummey Powers Tax Trap, 2005 

Life Insurance Disclosure 

●  Disclosure in a Post-Spitzer World, 2006 

State Insurance Department Opinions 

●  New York Ins Dept Opinion - Licensure Requirement for Insurance Consulting, 2008 

●  Nebraska Dept of Ins - Necessity/Requirement of Corporate Insurance Consultant License, 2008