TOLI Trouble – Trustees can expect a bumpy road ahead

by Robert on July 10, 2013

With interest rates on the rise, those who are serving as trustees of trusts owning life insurance (TOLI) could expect a bumpy road ahead.  Is it now time, for example, to exchange that existing policy for a universal policy with better crediting rates?

CLICK HERE TO READ ROBERT HAYDEN’S FULL ARTICLE PUBLISHED ON WEALTHMANAGEMENT.COM

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