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The Life Insurance Policy Crisis: The Advisors and Trustees Guide to Managing Risks and Avoiding a Client Crisis

E. Randolph Whitelaw, Henry Montag




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 | #2172493 in Books |  2017-06-01 | Original language:English |  9.27 x.56 x6.20l, | File type: PDF | 244 pages

||About the Author||E. Randolph Whitelaw is Managing Director of Trust Asset Consultants, LLC (TAC), a Trust-Owned Life Insurance (TOLI) risk management consulting firm, and The TOLI Center, LLC (TTC), a life insurance policy administration and ri

For many years, life insurance was considered one of the most ethical and stable financial services businesses. But, following the introduction of flexible premium non-guaranteed death benefit products in the early 1980s, this reputation gradually changed. Today there is a life insurance policy crisis for reasons predicted 35 years ago, and it requires attention in order to avoid policy lapse without value along with allegations of deceptive and misleading practices.<...

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