TRUST ASSET CONSULTANTS | 1121 Olivette Executive Parkway, Ste 200 | St. Louis, MO| 63132
Trust Asset Consultants
Recent Publications A Lapsing Life Insurance Policy Crisis Trusts & Estates E Randolph Whitelaw, AEP and George P. Whitelaw III: August, 2018 The Lapsing Life Insurance Policy Crisis Trust Asset Consultants E Randolph Whitelaw, AEP and George P. Whitelaw III: March, 2018 The Life Insurance Policy Lapse and Litigation Crisis TasStringer - NYSSCPA E Randolph Whitelaw, AEP and Henry Montag: January, 2017 The Life Insurance Policy Crisis Trusts & Estates E Randolph Whitelaw, AEP and Henry Montag: December, 2016 The Life Insurance Policy Crisis- The Advisor’s and trustee’s Guide to Managing Risks and Avoiding a Client Crisis ABA Flagship Series E Randolph Whitelaw, AEP and Henry Montag: September, 2016 Institutional Life Insurance - A more Suitable Investment Management Container for Affluent Individuals and ILIT Trustees Financial Planning Newsletter of the Society of Financial Service Professionals E Randolph Whitelaw, AEP and Charles M. “Mark” Whitelaw: June, 2015 Equity Indexed Universal Life - A Call to Action Risk Management Newsletter of the Society of Financial Service Professionals E Randolph Whitelaw, AEP and Charles M. “Mark” Whitelaw: April, 2015 The Need for a Fresh Look at ILIT Fiduciary Practices Estate Planning Newsletter of the Society of Financial Service Professionals Trust Asset Consultants: August, 2014
Library In addition to our articles that address basic best practice TOLI fiduciary risk management issues, additional articles on specific TOLI subjects, Regulator Guidance and State Insurance Department Opinions regarding insurance consulting services are available.
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