Strategic Partner Resource Hub
Advisor Support Materials
Guide: Getting Started with Life Insurance Trust Company
This guide will help you understand the process of getting started with Life Insurance Trust Company, including:
The process for new trusts
The process for existing trusts
Grantor Brochure
This brochure details the services offered to grantors by Life Insurance Trust Company. Included topics cover:
- Services offered
- An explanation of who we serve
Advisor Advantages
The Advisor Advantages document highlights the benefits advisors realize through a partnership with LITCO.
Fee Schedule
For a full fee schedule,
please call us at 888-320-9594
or email us info@lifeinsurancetrustco.com
White Papers | Handbooks
The TOLI Handbook
The TOLI Handbook will help you answer tough questions such as:
- What is more important when a trustee makes a decision about a policy, the outcome or the process?
- What is one of the biggest mistake trustees make with term life insurance?
When Naming Your ILIT Trustee, Did You Make the Easy Decision or the Right Decision?
Sometimes the worst decisions we make are made because of two reasons – first, they are easy to make and second, the decision does not cost us anything – we can make that decision without incurring a cost. Nowhere is this more evident than in the naming of a trustee for your ILIT.
Your Team
(605)-574-1704
(612)-277-0517