How to Make Sure Your TOLI Policies Are Competitive
Michael Brohawn, CFP®, CLU®, Chief Marketing Officer, ITM TwentyFirstr
Many TOLI Trustees struggle to understand the concept of life insurance policy competitiveness, one of their responsibilities. This session will show the steps that need to be put in place to create a program to document the competiveness of policies and how to deal with noncompetitive policies, including proper documentation to mitigate Trustee liability. We will also provide actual case examples to bring the process to life.