How Using a Life Expectancy Report to Manage a Life Insurance Policy Helped Save Our Trustee

Our TOLI Administration team received notice from a 91-year-old grantor that she would no longer be making any contributions to her trust. This is not an entirely uncommon occurrence, as those of you who manage life insurance trusts know. Her trust held a portfolio of Whole Life policies that totaled $1.2M in death benefit. Though she was over age 90, she was “in good health” according to all who knew her.