TOLI (Trust Owned Life Insurance)
- TOLI
- Clients
- Financial professionals
- Policy management
TOLI digital experience
Your one-stop guide to estate planning using life insurance in a trust.
Trust Basics brochure
Introduce your clients to the topic of trusts and how they can address their estate planning needs.
Deconstructing Trusts Whitepaper
Tom Commito guides you through the intricacies of trusts and strategies you can implement in your practice.
Estate planning basics
Trust basics
Client presentations
Client strategies after the SECURE Act
Working with trustees
Working with Long-term care solutions in trusts
For financial professional use only. Not for use with the public
Lincoln Financial Group® affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice. Please consult an independent professional as to any tax, accounting or legal statements made herein.