Insurance Trusts – Are Your Clients in Good Hands?

The single largest personal investment for couples between thirty and sixty years of age is often their personal home.  The mortgage payment on a $400,000 home is $2,416 a month, the national property tax rate average is 1.19%, and the average homeowner insurance cost is $2,300.  When you look at the total investment over the span of

2022-01-28T16:44:37-06:00January 28th, 2022|

The Life Insurance Trust Company Can Help Grantors Save Thousands on Their Gifting – Part 1 of 2 Part Series

The Life Insurance Trust Company is unlike any other trust company in the country.  Focused on a single asset – life insurance – and created by the premier manager of life insurance portfolios in the country, we provide a level of service to grantors (and their advisors) that is unparalleled. The company is an affiliated

2021-09-17T16:25:44-05:00September 17th, 2021|

The Self Evaluation for ILIT Trustees

As a trustee, are you able to answer “yes” to the following questions? Are all the policies under your care financially sound? Are you able to assure the grantor(s) that his/her estate and financial planning expectations will be met? Are you familiar with the myriad of issues that could negatively affect the trust’s policies? Do

2019-12-19T14:25:49-06:00December 19th, 2019|
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