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Whether you are reviewing an existing insurance portfolio or considering new
insurance, policy evaluation is a wise investment and, for Trust Owned Life
Insurance, a fiduciary necessity. EPIC Wealth Advisors offers a comprehensive
policy review as part of a state of the art policy management system. This
proprietary program enables trust administrators not only to manage fiduciary
risk more effectively but also to increase efficiency and improve service to
clients. The policy review provides a complete analysis of the policies in a
portfolio and also provides specific recommendations to remedy any problems
revealed by the evaluation. This program provides a service which easily fits
any trust administration system and is cost-effective:
A study of a large portfolio of TOLI [Trust Owned Life Insurance] policies held by a cross-section of bank trustees indicated a 75% chance that the death proceeds payable to a trust, for the benefit of its beneficiaries, could be increased by 40% or more with no increase in planned funding. Or, alternatively, funding could be reduced 40% or more with no decrease in death benefits payable to the trust.
American Banker - February 3, 1998; Page 17; Volume 163; Number 22
Epic Wealth Advisors, fee only Trust Owned Life Insurance Review (TOLI) program is widely used by individual’s trustees and institutional fiduciaries for life insurance owned by trusts.
The program enables trust administrators to manage fiduciary risk more effectively and improve the
performance and efficiency.
EPIC Wealth Advisors does not sell insurance. We provide in-depth, independent insurance analysis on a fee-only basis for the following:
- Trust Departments
- Estate Planning Attorneys
- Tax Attorneys
- CPA Firms
- Fiduciaries and Trustees
- Money Managers
- Insurance Agents
- Philanthropies
- Non-Profit/501(c)3 Organizations
- Third-Party Administrators
- CFO's and Controllers of Businesses
- Business Managers
- Family Offices
- Individuals
Contact us for more information.
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