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    Whitepaper

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    Managing Fiduciary Risk in Trust-Owned Life Insurance

    Trust-Owned Life Insurance: Managing Fiduciary Risk

    Categories: Whitepaper
    Tags: AdvisorsClient ServiceEstate PlanningFiduciary DutyLife InsuranceTrust-Owned Life InsuranceTrustees

    Trust-owned life insurance has long been treated as a “set-it-and-forget-it” asset—but today’s economic realities demand more active, informed management.

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    Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA / SIPC. Tenzing Insurance Strategies is independently owned and operated. Tenzing Insurance Strategies is a Member Firm of M Financial Group. Please go to mfin.com for further details regarding this relationship. The principal place of business for Tenzing Insurance Strategies is 20 Pickering Street Needham, MA 02492, phone: 781-444-8600. Kenneth B. Knox is a registered representative and can sell variable life and other securities products in MA. CA agent # : 0E30878. Kenneth B. Knox is also licensed to sell life insurance in many other states, and licensing information can be provided upon request. Check the background of this investment professional or Firm on FINRA's BrokerCheck. File #7479353.2
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