TOLI CENTER

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, and policy and portfolio administration services to support best practice TOLI risk management determinations. Our clients are corporate and personal trustees and estate planning professionals who lack the life insurance and regulatory compliance expertise to make informed TOLI product suitability determinations and monitor policy performance. Our services are designed to safeguard the interests of all trust parties; trustees, grantors, beneficiaries, and professional advisors. The TOLI Center has served trustees since 1992 and can assist TOLI fiduciaries in evaluating vendor selection criteria, development of TOLI portfolio and compliance procedures, design and implementation of a TOLI policy management system, and annual performance monitoring of TOLI..

Also known as: The TOLI Center, The TOLI Center, LLC, TOLI Center, LLC

Primary location: Louis United States