Trilogy Policy Performance Management

Trilogy Policy Performance Management

Trilogy Policy Performance Management   “The vast majority of life insurance policies funding trusts are not performing as originally projected.” – Pennsylvania Bar Association CE Credit Course Textbook on trust owned life insurance – 12/7/2003.   “A 1998 study showed that in 75% of trust policies that were at least 5 years old, the death benefit could be increased by 40% without any increase of premium.” – Trust & Estates Magazine, May 2003.   The Uniform Prudent Investors Act (UPIA) provides guidelines for trustees and is a valuable resource for measuring the prudent management of...

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