TRUST OWNED LIFE INSURANCE (TOLI) MANAGEMENT SERVICE

Veralytic^® has been selected, along with NFP Securities, Inc. and XRAY YOUR LIFE INSURANCE SERVICES to provide comprehensive trust-owned life insurance (TOLI) management services to The New York Bankers Association’s Member Banks. “While our members have been approached by many other providers, Veralytic, NFPSI and XRAY were selected because they bring the whole turn-key package; they can work with any TPA, and they bring empirical product research.

Veralytic is the only patented, online and objective source of independent research for the pricing and performance of life insurance products. Veralytic’s mission is to provide financial advisors with the information necessary to make informed and prudent decisions in the management of life insurance policies and portfolios.

With as much as $1 Trillion estimated to be held in irrevocable life insurance trusts (ILITs), and with the overwhelming majority of these trust-owned life insurance (TOLI) holdings having been neglected for years, the market for comprehensive TOLI management services is now emerging, and if history repeats then it will grow substantially over the next decade.  The key to the TOLI market is found in the 3 essential ingredients prescribed by the Uniform Prudent Investor Act (UPIA).

Click Here to learn about the tools, resources and products needed to help trustees understand these 3 essential ingredients and support the ILIT trustee in these 3 duties required under the Act. For more information about Veralytic, please contact:

Veralytic^®
Barry D. Flagg, CFP, CLU, ChFC
P.O. Box 272358
Tampa, FL 33688
(888) 908-8242
Website: www.veralytic.com 

XRAY YOUR LIFE INSURANCE SERVICES
Steven Zeiger
917-750-6201
szeiger@xrayyourlifeinsurance.com