TOLI (Trust Owned Life Insurance)

    

  • TOLI
  • Clients
  • Financial professionals
  • Policy management
TOLI Digital Experience

TOLI digital experience
Your one-stop guide to estate planning using life insurance in a trust.

Trust Basics brochure

Trust Basics brochure
Introduce your clients to the topic of trusts and how they can address their estate planning needs.

Deconstructing Trusts Whitepaper

Deconstructing Trusts Whitepaper
Tom Commito guides you through the intricacies of trusts and strategies you can implement in your practice.

Estate planning basics

Estate Planning brochure
Tax liability calculator
Tax liability calculator
Private premium financing for ultra-high-net-worth estate planning


Trust basics

Dynasty Trusts
Grantor Retained Trusts
Irrevocable Life Trusts
Revocable Living Trusts
Survivorship Standby Trusts
Spousal Lifetime Access Trusts
Special Needs Trusts
A-B Trusts
CRUT


Client presentations

Estate planning and wealth transfer presentation
Special Needs Trust Presentation


Help clients navigate changing legislation

SECURE Act whitepaper


Client strategies after the SECURE Act

Relocation: Replicating “Stretch IRA” Benefits with a Life Insurance Policy
Roth conversion: Fund an IRA conversion with life insurance
CRUT: Convert an IRA to a charitable remainder trust
Estate plans after SECURE: retirement benefits payable to trusts

Training presentations

Presentation: What I wish every estate planner knew about life insurance
Grantor Trusts presentation cover
Charitable Planning Overview Presentation
Wills, probate, and trusts Presentation
Using life insurance in estate & legacy planning Presentation

Using life insurance in estate & legacy planning


Working with trustees

Sample Trustee letter


Navigate changing legislation

Overview of the SECURE Act title screen
Relocation: Replicating “Stretch IRA” Benefits with a Life Insurance Policy title screen
Roth conversion: Fund an IRA conversion with life insurance title screen
CRUT: Convert an IRA to a charitable remainder trust title screen
The End of Stretch IRAs presentation
The SECURE Act & Estate Planning presentation
The SECURE Act and Life Insurance presentation


Working with foreign national clients

Taxation of Global Clients – High-level Overview
Estate Planning for Global Citizens
Estate Planning for foreign nationals


Working with Long-term care solutions in trusts

Lincoln MoneyGuard solutions guide to trust ownership
Lincoln MoneyGuard Solutions
Estate planning with long-term care and irrevocable trusts
Lincoln MoneyGuard solutions Advanced Planning with Trusts

Training presentations

Post-Issue Policy Management Presentation

Post-Issue Policy Management Presentation


Product post-sale resources

VUL support after the sale
IUL support after the sale
IUL statement at-a-glance