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Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
December 18, 2007 at 11:02 AM
Reliance Trust Company announced it has formed an alliance with 3 firms to help it focus on the trust-owned life insurance market.
In addition to Reliance Trust, Atlanta, the alliance includes Investment Scorecard, Nashville, Tenn., a business unit of Informa Investment Solutions Inc.; InsuranceIQ, a TOLI workflow management and trust administration system; and ITM Insurance Trust Monitor Inc., Cedar Falls, Iowa, a fee-based provider of back office functions for TOLI trustees.
The alliance will work with trustees to provide information and services needed to manage life insurance policies, with a view toward their potential liability, while maintaining a strong relationship with the trust grantors.
The system would help trustees administer their TOLI policies while giving them an impartial review of the trust asset and the upgrade opportunities that may be available in the marketplace. It would also help them to exit the TOLI business if desired, according to Reliance Trust.
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