Trust Owned Life Insurance (TOLI)

Accreditation Wreath Icon AL
SKU: EST7600
All Courses Available iOS/Android Web

All Courses Available iOS/Android Web

About This Course

Just under half of the life insurance policies purchased between the early 80’s and 2003 were non-guaranteed universal life policies and of those, about a quarter are expected to lapse prematurely. This presents a serious crisis for life insurance policies, particularly those owned by trusts (TOLI).

A premature lapse can cause grievous harm to those who are relying on the proceeds of those policies, and can result in suits against those who have mismanaged TOLI’s. This CLE course will explain how to review and restructure policies and how to advise clients with trust owned policies.

The course will explain procedures to address areas of concern and how to move forward responsibly with TOLI acquisitions of life insurance.

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