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 [...]
An online survey about life insurance found 33% of life insurance policy owners do not understand how their policy works. (1) The other 67% probably think they know how it does, but I imagine they would appreciate a refresher lesson on how it actually works. Even if they do understand how it works, do they [...]
The last few years have been a tumultuous time in the life insurance trust business. The prospect base is shrinking after the Tax Cuts and Jobs Act raised the federal estate tax exemption from $5.49M to $11.18M per person. Today only 1 in 1,000 estates affected by the estate tax (1). The asset class has become [...]
