Our team of life insurance experts provides in-depth policy management and trust reporting services to ensure that your Irrevocable Life Insurance Trusts (ILITs) are always in good standing.
Life Insurance Trust Company (LITCO) is the first and only trust company in the nation to focus exclusively on managing Irrevocable Life Insurance Trusts (ILITs).
With LITCO as trustee of your Irrevocable Life Insurance Trusts, you can feel confident that your policy will be managed effectively and efficiently through the following services:
Welcome to Life Insurance Trust Company!
We’ve provided all of the resources that you and any other grantors and beneficiaries associated with the trust will need to get started.
PORTAL REGISTRATION
Step-by-step guidelines on how to register your account on the LITCO portal.
MAKE AN ACH PAYMENT
Follow this step-by-step video to learn how to make a gift or premium payment in the portal.
UPDATE CONTACT INFO
Follow this step-by-step video to update grantor and beneficiary contact info in the portal.
ANNUAL POLICY REVIEW
View a sample of the annual policy review sent out to grantors, beneficiaries, and advisors.
TRUST ACCOUNT REPORT
View a sample of the trust account report sent out to grantors, beneficiaries, and advisors.
CRUMMEY LETTER
View a sample of the crummey letter sent to beneficiaries when a gift has been made to the trust.
5 STEPS AFTER A TRANSFER
Learn more about what happens after a trust is transferred to or created with LITCO.
With LITCO as your trustee, your account is assigned to a designated trust officer that you, your beneficiaries, and approved advisor or attorney can reach out to at any time! Our team is here to help you maximize the results of your trust and answer any questions you may have about the process.
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