Knowing WHY, WHEN And HOW To Move ILIT Accounts Out of Your Portfolio

Knowing WHY, WHEN And HOW To Move ILIT Accounts Out of Your Portfolio

Leon Wessels, New Business & Strategic Relationships and Michael Brohawn CFP®, CLU®, Chief Marketing Officer, ITM TwentyFirst

Many Trust Owned Life Insurance (TOLI) trustees would like to relieve themselves of at least some of the TOLI trusts (ILITs) in their portfolio. The reasons are many – some clients are troublesome, some ILITs represents more than an acceptable risk and many are simply unwanted because there is no real business relationship with the grantor, only a liability to the trustee.  This session will discuss the various issues that might cause a trustee to want to divest of these assets and provide the various methods that will allow the trustee to do so in an efficient and safe manner.  This is a must see session, especially for those trustees looking to make changes in 2017.

Session Handbook: Download

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