Life Insurance Portfolio Reviews & Audits
Trustee Policy Management Services
Our services were developed to provide trust owned life insurance (TOLI) trustees support and help to successfully manage this complex asset.
Let us help you manage the trust's life insurance asset.
Understand the policy(ies) you serve as trustee.
How It Works
We complete an initial engagement to review the life insurance policy or policies in the portfolio where you serve as trustee.
Review & Audit Report
Deliver a detailed report summarizing the audit, policy values, inforce projections, risks in the portfolio and recommendations to manage going forward.
Policy Service Agreement outlining our services and annual fees to manage the life insurance policy(ies).