What Financial Professionals Should Know About Trust-Owned Life Insurance (TOLI) and Life Settlements

Trust-owned life insurance is often considered the cornerstone of an estate plan. It enables the trust to provide a cash inheritance to survivors, to cover estate taxes, liquidate debt, or create a legacy through charitable gifts. But because of its long-term investment horizon to maturity, a trust-owned life insurance policy is often overlooked by those monitoring or managing the overall trust...READ MORE

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