Institutional
Trustees typically seek a “second opinion” on behalf
of the Grantor when new insurance is to be acquired or during
an annual review of existing policies. Utilizing standards which
EEIS periodically compiles from industry data, EEIS prepares
customized reports that address the key due diligence issues
of carrier solvency and adequacy of policy funding. Trustees
are thus better assured that the trust’s objective’s
and its TOLI management criteria.
There are 3 report suites: