Trust Owned Life Insurance (TOLI) Compliance and Best Practices Second Annual Survey

The following is an annual survey conducted by THEInsuranceAdvisor.COM (TIA) and is intended to study prevailing compliance issues and best practices among Irrevocable Life Insurance (ILIT) Trustees as they relate to the standards of care prescribed by the Uniform Prudent Investor Act (UPIA) as adopted/enacted by each state.

Whether you are an ILIT Trustee or an Attorney, CPA, Insurance Agent/Broker, Consultant or Third-Party Administrator (TPA) who works with ILIT Trustees, please answer the following 10 questions to the best of your ability (this should take less than 5 minutes). You will also be given the opportunity to custom-tailor your responses and receive a free copy of survey results (which should also take less than 5 minutes).

Click Here and take the survey.