theTOLIForum is Now Open Through facebook & Linked In
In our 3rd Annual Uniform Prudent Investor Act (UPIA) Compliance and Best Practices Survey we asked if you would use a discussion forum dedicated to trust owned life insurance (TOLI), the overwhelming response was YES!
We have therefore created theTOLIforum on facebook & Linked In . These social medium sites were chosen based on the responses to the survey where a majority of respondents wanted the forum, and they did not want a “blog” but more of an open discussion. They wanted a centralized index of reference material relating to case law, articles, regulations that discuss or relate to TOLI. A majority also did not want to pay for a subscription at this time.
We have listened and delivered an open discussion forum on recognizable social sites, where anyone can post questions, get answers, contribute material and attribution and/or search discussions of other members or articles/resources. This group was formed to allow trust officers, attorneys, CPAs and life insurance professionals who either draft or serve as trustee of an irrevocable life insurance trust (ILIT) or who manage trust-owned life insurance (TOLI) holdings for ILIT trustees all learn from each other in both complying with these new duties for TOLI, and most importantly, using these new duties to best serve clients.
We invite you to join theTOLIforum discussions and become a fan of UPIA compliance and best practices.
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