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...

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Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer Member FINRA/SIPC and Investment Advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Advisor.  Trilogy Wealth Advisors and Cambridge Investment Research, Inc. are not affiliated companies.

This communication is strictly intended for individuals residing in the states of  CA, CO, FL, GA, IL, IN, KS, KY, MI, MO, NC, NY, OH, PA, SC, TX, VA, WV.  No offers may be made or accepted from any resident outside the specific states referenced.