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"FSP webinars have tremendous value for financial professionals. There is a wide array of interesting topics to choose from, and the ability to assemble a group of individuals lets you extend and amplify the value of the program. When supporting material is provided, such as articles, web sites, etc., attendees can continue the dialogue when the program ends."

Laurene B. Prevette, RHU, LUTCF
FSP Board of Directors, 2011-2012


Lunch/Brunch Conversations

About Lunch/Brunch Conversations

When you register, you will receive an email with the phone number to call and an access code that allows you to participate in the event.

Schedule

ILIT Trusts: Fiduciary Roles and the Need for Skilled Trustees

FSP Members only - Register Online

Wednesday, October 22, 2014
1:00 PM - 1:45 PM

E. Randolph Whitelaw, AEP (Distinguished)

Randy Whitelaw, recognized Trust-Owned Life Insurance (TOLI) placement and restructure expert with Trust Asset Consultants, will discuss irrevocable life insurance trusts (ILITs), which place fiduciary-level responsibilities on trustees—whether they are skilled or unskilled. Unskilled amateur trustees who serve as an accommodation to the grantor may be unaware that they have any administration duties and do not consider policy performance monitoring their responsibility. Whitelaw will explain how to resolve this problem and protect the interests of ILIT parties.

Randy Whitelaw is a recognized Trust-Owned Life Insurance (TOLI) placement and restructure expert with Trust Asset Consultants. He manages all TAC consulting engagements and specializes in product suitability and premium adequacy evaluation, policy design and underwriting, and policy restructure.

 

FSP Members only - Register Online