The 8 Step Trust Owned Life Insurance process we implement for each policy hasn't changed.  But now The TOLI Vault^™  gives us an enhanced ability to monitor the steps and communicate with you regarding your coverage.  The TOLI Vault^™ will still contain copies of all documents related to the policy.  For example, a copy of the actual policy is in the Vault- where you can access it at any time. 

Trustees will particularly appreciate the Policy Summary Section which provides quick access to important information such as premium amounts, due dates, amount of coverage, and cost basis information.  Most importantly annual reviews are posted there as well, giving you the assurance that your policies are monitored.  Alerts are also automatically sent out, reminding trustees about annual Crummey Letters and premium payment due dates.  

Finally, communications have been enhanced.  If you are in the vault checking policy information and have a question, you can send an email directly from the site.  If you or your client wants to post a video, perhaps for heirs, it can be stored in their TOLI Vault^™ .  A Resource Library has also been added which provides background and educational materials for your clients.