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For advisors: Policy Reviews of Your Clients' Life Insurance - Why you should make it part of your standard estate planning process For advisors' clients: Why You Need a Policy Review of Your Life Insurance The Forum: Trust Owned Life Insurance: Facts & Revelations National Underwriter: Reviewing Trust-Owned Life Insurance Federal Taxation of Life Settlement Proceeds: A Question of GainPolicy Review - In-Depth
The American College of Estate and Trust CounselTrust Owned Life Insurance: Maximizing Policy Performance and Reducing Financial and Fiduciary Risk
Fiduciary Duties for Trust Owned Life Insurance - part 1 of 4 Applying the Prudent Investor Rule to Trust Owned Life Insurance - part 2 of 4 Demonstrating Prudent Administration of Trust Owned Life Insurance - part 3 of 4 ILIT Asset Management - The Written Investment Policy Statement - part 4 of 4Newsletter
The Advisors Wealth Management Source