UA-115168294-1
Today’s Trust-owned Life Insurance Management Platform
The TOLI Center
Today’s Trust-owned Life Insurance Management Platform
The TOLI Center
THE TOLI CENTER | 1121 Olivette Executive Parkway, Ste 200 | St. Louis, MO| 63132
The TOLI Center has served professional and personal trustees since 1992
The TOLI Center is the risk identification and mitigation standard for objective, third-party support services for Trust-Owned Life Insurance (TOLI) policies. The TOLI Center brings together fee-based TOLI procedures consulting, policy and portfolio administration support and actuarial evaluation expertise to support best practice TOLI risk management determinations. Our clients are corporate and personal trustees and estate planning professional advisors who lack the needed fiduciary law, regulatory compliance and life insurance expertise to make informed TOLI product suitability determinations and monitor performance. Establishing a cost-efficient best practice TOLI risk management program is no small task.  Our services are designed to safeguard the interests of all trust parties; trustees, grantors, beneficiaries, professional advisors, and insurance agents/brokers.
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ILIT Delegated Services Four delegated services should be evaluated by ILIT trustees who lack insurance expertise and administration capabilities.
Unskilled Accommodation Trustees Unskilled Accommodation Trustee administration support services are available through The TOLI Center.
ILIT Management Responsibilities Prudent ILIT Management typically involves activities performed by the trustsee and activities outsourced to qualified third- party providers.
THE TOLI CENTER | 1121 Olivette Executive Pkwy | St. Louis, MO| 63132
The TOLI Center is the risk identification and mitigation standard for objective, third-party support services for Trust- Owned Life Insurance (TOLI) policies. The TOLI Center brings together fee-based TOLI procedures consulting, policy and portfolio administration support and actuarial evaluation expertise to support best practice TOLI risk management determinations. Our clients are corporate and personal trustees and estate planning professional advisors who lack the needed fiduciary law, regulatory compliance and life insurance expertise to make informed TOLI product suitability determinations and monitor performance. Establishing a cost-efficient best practice TOLI risk management program is no small task.  Our services are designed to safeguard the interests of all trust parties; trustees, grantors, beneficiaries, professional advisors, and insurance agents/brokers.
Brochure Brochure