TOLI Resource Center

NAVIGATION

ADDRESS 1121 Olivette Executive Parkway Ste 200 St. Louis, MO 63132

CONTACT Info@thetolicenter.com Tele: (314) 997-6233

About

George P. Whitelaw, III Mr. Whitelaw is a Principal of The TOLI Resource Center and a Director and the Chief Executive Officer of the TOLI Center. He received his B.A. degree from St. Lawrence University in 1972. He spent 10 years in commercial banking specializing with closely held corporations. In 1986, he co-founded a closely-held insurance sales and consulting company and managed its executive and employee benefits practice until June, 1998. In 1992, Mr. Whitelaw co-founded Custom Administration Services Company, a privately held TOLI administration support company. In 2000, he founded TrustBuilder Services, LLC, a successor TOLI administration support company. In 2007 he co-founded The TOLI Center, LLC. Christopher G. Whitelaw Mr. Whitelaw is a Principal of The TOLI Resource Center and a Director and Administration Manager of The TOLI Center. He attended Miami University and University of Missouri-St. Louis. He has 15+ years experience in the insurance industry specializing in Life and Health insurance administration and servicing corporate and personal trustees of Irrevocable Life Insurance Trusts. He also currently serves as an Administration Manager of The TOLI Center. Kenneth D. Jackson Ken Jackson is the Director of Administration Services. His primary role is the daily management of operations and coordination of client services. His background in advanced estate and trust planning provides our clients with valuable insight into the policy service issues fiduciaries face in today's changing financial services environment. Ken received his Bachelors degree from Southern Illinois University in 1986 and double majored in Finance and Marketing. In 1995 he received two Masters degree programs from The American College in Bryn Mawr, Pennsylvania, the Masters in Financial Services (MSFS) and the Masters in Management (MSM). Ken holds multiple professional designations. .

Services

The TOLI Resource Center provides design and licensign services of a custom TOLI administration service platform. Our ILIT Management Database (IMD) is a low cost, user friendly platform that can be designed tothe unique TOLI administration environment of each client. The TOLI Center providesTOLI Consulting, administration and portfolio management oversight services to institutional and personal trustees. The TOLI Center has served trustees since 1992 and assists TOLI fiduciaries in evaluating vendor selection criteria, development of TOLI portfolio and compliance procedures, and annual performance monitoring of TOLI policies.

ILIT Management Database (IMD)

The TOLI Resource Center is a Trust-Owned Life Insurance (TOLI) consulting company to professional and personal trustees. The TOLI Resource Center and its related company, The TOLI Center, provide a full menu of TOLI portfolio risk management and administration services including TOLI policy administration and performance review services, custom TOLI software application design and licensing, fiduciary consulting, and life settlement consulting and placement services.

IMD - Main Dashboard

ILIT Management Database (IMD): The IMD is our custom software application licensed to clients to manage ILIT accounts and TOLI policies. Each IMD is customized as either (1) an intranet application that resides on the client’s private network or (2) a data center encrypted application accessed by client staff with site administration provided by The TOLI Center. • Custom Designed for each client to include the necessary ILIT and TOLI management functions for their ILIT environment. • Clients can license just the software application and are not required to outsource annual TOLI policy reviews or commit to any other TOLI support services; however, we offer an array of TOLI support services to supplement a client’s internal ILIT and TOLI administration capabilities. • IMDs are licensed at a low-cost annual fixed fee with no user or TOLI policy volume fees.

Contact Us Contact us to review your TOLI administration needs. We can provide sample reports and topical TOLI information and a username and password to test our ILIT Manaegment Database.

Articles

Articles and Publications 2022 TOLI Portfolio Statistics The TOLI Center: June, 2022 A Lapsing Life Insurance Policy Crisis Trust & Estates E Randolph Whitelaw, AEP and George P Whitelaw: August, 2018 The Lapsing Life Insurance Policy Crisis E Randolph Whitelaw, AEP and George P Whitelaw: March, 2018 ILIT Management Roles, Responsibilities and Checklist The TOLI Center: 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 September, 2016