Trustees of life insurance have a fiduciary duty to beneficiaries to review life insurance policies periodically. In times of significant financial market volatility, it becomes even more critical to ...
SAN FRANCISCO, June 28, 2022 /PRNewswire/ -- Woodruff Sawyer, one of the largest independent insurance brokerages in the US, announced today that Nomadx, a subsidiary of Woodruff Sawyer, has launched ...
Many trustees mistakenly believe that life insurance is a static financial instrument. However, trust-owned life insurance (TOLI) requires active and careful management. Recent case law provides a ...
From the blog: The thing about black swans is that until you encounter one, you ignore the possibility that they exist – but in hindsight it’s all too obvious that they do. How would your scheme ...
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12 common mistakes that can cost you when choosing an estate trustee
A trustee is the person — or sometimes the institution — responsible for managing your trust and making sure your money and ...
For employers who cease to contribute to a multiemployer defined benefit pension plan, withdrawal liability is becoming more and more common. When a pension fund is underfunded, the cessation of the ...
SAN FRANCISCO, June 28, 2022 /PRNewswire/ -- Woodruff Sawyer, one of the largest independent insurance brokerages in the US, announced today that Nomadx, a subsidiary of Woodruff Sawyer, has launched ...
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