Introduction - The Uniform Prudent Investor Act
View Full Presentation - Trust Owned Life Insurance And The Uniform Prudent
Leimberg Information Systems Part I - Describing a case involving a claim breach of fiduciiary duty with the investment of life insurance in an ILIT. This case is a must-read for any individual or corporate trustee of an ILIT.
Leimberg Information Systems Part 2 - Discusses life insurance portfolio managment "best practices" which possibly could have prevented the above case from reaching the point of litigation.
CPA Journal - There are three major areas with regard to life insurance policies that trustees should anaylze. Read this article to learn what they are.
Uniform Prudent Investor Act - Now, all assets owed by a trust are considered "investments" for purposes of the Uniform Prudent Investor Act.
Policy Fact Finder - form to gather current policy information.
Broker Authorization - letter to allow release of information on current in force policy.
Complete Policy Review - Once Rocky Mountain Insurance Network reviews the policy, this is what you can expect to receive from us on your clients'.