Life insurance is a dynamic asset, and a policy’s performance is impacted by timing of premium payments, interest rates, policy expenses and carrier credit ratings.  Not only is the policy dynamic, but so is life.  The circumstances and liabilities that the policy was purchased to cover change as well.  SouthCap works with the trustee, family wealth adviser, and trust stakeholders to perform a holistic review of the trust, analyze the performance of the underlying policies against the original and current goals, and implement an annual servicing program to monitor ongoing trust and policy activity.

ILIT remediation