Monitoring Trust Owned Life Insurance

Sage provides the utmost in supervision over Trust Owned Life Insurance Policies. Established TOLIs need to be monitored regularly and should meet certain requirements to successfully function.

We offer advisors value by overseeing policy performance, providing recommendations on additional services, managing day-to-day administrative functions and reviewing an adherence to the terms of the trust to eliminate any liability. As a result, the client is as at ease and the client/advisor relationship is enhanced. 

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