What Every TOLI Trustee Needs to Know About Life Insurance Underwriting

What Every TOLI Trustee Needs to Know About Life Insurance Underwriting

Michael Brohawn, CFP®, CLU®, Chief Marketing Officer, ITM TwentyFirst

Life insurance pricing is determined by many factors, none more important than the underwriting classification given to the insured. Many Trust Owned Life Insurance (TOLI) trustees have little transparency into the life insurance underwriting process and the effect that it has on life insurance policy pricing. This webinar was designed to provide a background on the underwriting process and provide the trustee with the information need to ensure that the TOLI asset provides maximum value for the beneficiaries.

Download Handbook Here: Handout What Every TOLI Trustee Needs to Know About Life Insurance Underwriting