TOLI is a valuable estate planning tool which requires active management on the part of the trustee. Oswald’s professionals recognize the fiduciary responsibilities of the trustee, and are here to provide unbiased third-party analysis on the financial well-being of the trust owned policies.
We provide a proprietary due diligence report that gives trustees the information they need to make responsible and informed decisions regarding trust owned policies.
Our proprietary report includes:
- Policy performance since inception
- Optimal funding structures
- Carrier financial strength
- Alternative policy options
Contact an adviser today to discuss strategic management of your insurance portfolio or Trust Owned Life Insurance.