Trust Owned Life Insurance

documents for a living trust

Trust Owned Life Insurance (TOLI) is a valuable estate planning tool that 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 advisor today to discuss strategic management of your insurance portfolio or Trust Owned Life Insurance.

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