Our Services

TrustBuilder provides outsourced life insurance administration and performance reporting services under a written Administration Services Agreement (ASA) executed with each client.   Each ASA confirms the administration criteria to be used by TrustBuilder in performing its outsourced services and includes standard confidentiality, non-disclosure and E&O insurance provisions.  By contract with each client, TrustBuilder cannot serve as a policy provider and cannot receive insurance policy commissions in consideration of its administration services.

TrustBuilder is a cost-efficient alternative to fundamental time consuming administration functions and the preparation of factual information TOLI performance reports by internal trust administrators.  TrustBuilder provides a prudent solution to deliver consistent and defendable factual information reporting for credible administration, compliance and trust account communication purposes. 

Our TOLI Service options

Our TOLI Administration System

Our outsourced TOLI services are designed to provide policy performance data, carrier ratings data, and portfolio management data in a consistent "factual information" format to fiduciaries in support of their TOLI risk management guidelines and regulatory compliance obligations. Our services are strictly fee-based and by contract with each client TrustBuilder cannot serve as a policy provider nor receive insurance policy commissions in consideration of its administration services.

Please visit the TrustBuilder Library for topical information, TOLI presentations, professional advisor articles, regulatory opinions and legislative decisions and State Insurance Department Opinions related to insurance consulting services .