Ten Mistakes TOLI Trustees Make, Part 2

Ten Mistakes TOLI Trustees Make, Part 2

Michael Brohawn, CFP, CLU, Chief Marketing Officer, ITM TwentyFirst
Jason Hassman, ITM TwentyFirst

The second part in this series continued the robust discussion and covered the second set of mistakes trustees make: Failing to Administer the Trust and Policy Correctly, Failing to Analyze Policy Options When Trust Goals Change, Failing to Realize the Real Client is the Beneficiary and Not the Grantor, Failing to Adequately Understand Policy Replacements, Failing to Have Adequate Specialized Staff and Resources on Staff or Focused on TOLI.

Download Handbook Here: Ten Mistakes TOLI Trustees Make, Part 2

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