Our team of life insurance trust professionals manages the complexities of administering ILITs, allowing you to focus on other areas of your client’s financial planning needs.
maximizes the value of your client’s policies and eliminates your ILIT workload.
insurance policy experts
Our team of life insurance trust specialists oversee and manage all policies to maximize results for grantors and beneficiaries.
a true partner
Our advisor-friendly model allows you to stay informed about your client’s ILITs to ensure you have full picture view of their estate plans.
eliminate workload
As successor trustee, we assume all of the workload and risk associated with administering ILITs, allowing you to focus on your client’s other needs.
Our team of independent trust administrators, life insurance experts, and underwriters work to maximize the value of each policy and trust for your clients and their beneficiaries.
As successor trustee, we provide in-depth policy management and trust reporting services.
Trust Administration
- Notify grantors when premiums are due
- Handle Crummey notices to beneficiaries
Policy Reviews
- Annual policy reviews to identify performance issues
- Analyze new or replacement policies for risk prior to acceptance into trust
Policy Management
- Ensure that premiums are paid
- Ensure that policies are in good standing
Trust Management Reporting
- Generate comprehensive reports on all trust activity
- Simplify internal and regulatory audits
Policy Remediation
- Provide solutions for troubled policies, changes in premiums and riders
- Appropriate documentation to mitigate liability
Branded Client Communication
- Customize all grantor and beneficiary communication with your branding
LITCO eliminates the costs and risks of administering ILITs and managing policies
ELIMINATE COSTS
FIRST RIGHT OF REFUSAL
ELIMINATE RISK
ARE YOU READY TO MAXIMIZE THE VALUE OF YOUR CLIENT’S POLICIES AND RECLAIM VALUABLE TIME?
Name LITCO as your successor trustee so you can focus on other parts of your client’s financial plan. As a single-asset-focused trust company, our team of life insurance experts work to provide better results for grantors and beneficiaries while keeping their advisors informed of important policy information.
Life Insurance Trust Company is the largest manager of life insurance trusts in the country
Administered
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partner with LITCO and your team will gain access to real-time trust data online!
Our online portal allows authorized advisors to access trust account documents, annual reports, and additional correspondence from any device. This 24/7 access helps ensure your team has up to date documents and the information necessary to better manage your client’s assets.
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