NEWS

Trustee Refresher on Remediating Life Insurance Funding Issues

Inadequately funded policies—that is, policies lapsing before maturity or maturing with a significantly reduced death benefit—can compose a significant portion of a trustee’s life insurance portfolio. Clie......

Variable Life Insurance: A Pain in the Asset Allocation for Trustees

When purchasing a life insurance policy, the potential to achieve a higher rate of return than a fixed-rate product has made variable life insurance an increasingly attractive option for consumers over the last t......

A Trustee’s Guide: How to Manage TOLI When Your Clients Suspend Premium Payments

More than 40% of the trust-owned life insurance policies RIC reviews each year are identified as being inadequately funded—either lapsing prior to maturity or maturing with a significantly reduced death benefit......

Should You Replace a Life Insurance Policy in an ILIT – What Trustees Need to Know

The life insurance industry continues to innovate, offering a wide spectrum of life insurance policies to consumers. Some life insurance companies may trend away from selling certain traditional......

Impact of Form 1065, Schedule K-1 on Closely Held Entity

As we visit with fiduciary industry professionals, we often hear that a partner’s Schedule K-1 (from Tax Form 1065) is relied upon as the source of value for a closely held business interest held within a trus......

Life Settlements Within the Fiduciary World

We hear it all the time from Trustees managing ILITs. Your client no longer wants that life insurance policy they took out years ago for estate planning purposes. The original reason for the policy is no longer ......


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