Our Services
Life Insurance Policy Reviews
Individual policy reviews are the foundation of our services. Each review includes a summary of policy values, carrier ratings, an inforce illustration from the carrier, and a supplemental illustration if the current illustration does not remain inforce to policy maturity.
Portfolio Reports
Portfolio reports are different lists of information regarding upcoming policy anniversaries, watch lists, carrier financial information or total life insurance policy statistics.
ILIT Management Database
The IMD is our custom software application licensed to clients to manage ILIT accounts and TOLI policies. It can be customized to meet our client's needs.
Policy Remediation
Currently, 17% of all in-force TOLI policies serviced by The TOLI Center are projected to lapse prior to or within 5 years of the insured’s life expectancy. Several options are available to clients to address underperforming policies.