Who We Are

 Mr. Whitelaw is a Director and the Chief Executive Officer of the TOLI Center.  He received his B.A. degree from St. Lawrence University in 1972. He spent 10 years in commercial banking specializing with closely held corporations.  In 1986, he co-founded a closely-held insurance sales and consulting company and managed its executive and employee benefits practice until June, 1998. 

In 1992, Mr. Whitelaw co-founded Custom Administration Services Company, a privately held TOLI administration support company. In 2000, he founded TrustBuilder Services, LLC, a successor TOLI administration support company.  In 2007 he co-founded The TOLI Center, LLC. 

 Mr. Whitelaw is a Director and Administration Manager of The TOLI Center.  He attended Miami University and University of Missouri-St. Louis.  He has 12+ years experience in the insurance industry specializing in Life and Health insurance administration and servicing corporate and personal trustees of Irrevocable Life Insurance Trusts.  He also currently serves as an Administration Manager of The TOLI Center. 

 Ken Jackson is the Director of Administration Services. His primary role is the daily management of operations and coordination of client services. His background in advanced estate and trust planning provides our clients with valuable insight into the policy service issues fiduciaries face in today's changing financial services environment.

Ken received his Bachelors degree from Southern Illinois University in 1986 and double majored in Finance and Marketing. In 1995 he received two Masters degree programs from The American College in Bryn Mawr, Pennsylvania, the Masters in Financial Services (MSFS) and the Masters in Management (MSM).Ken holds multiple professional designations.