TOLI

The Life Insurance Expert’s Guide to TOLI Trustees An interview with Michael Brohawn

Topics: Estate planning, Life Insurance, Sales Strategies, TOLI, Trusts

Curated for you by Finseca Staff and Michael Brohawn CFP® CLU® CAP® of Your Life Insurance Solution. Various forms of trusts and trust owned life insurance are standard estate planning tools, but according to TOLI expert Michael Brohawn CFP® CLU® CAP® roughly 80% of those trusts, and the life insurance held within, are administered by...