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Strategic Partner Resource Hub

Life Insurance Trust Company is an Approved Raymond James Strategic Partner

Have you registered your online portal account?

Our online portal provides advisors like you with a resource to stay up to date on your client’s accounts from any device 24/7. Once registered, you will begin receiving email notifications when your client’s policy reports are available on the portal.

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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

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Guidelines for Naming Life Insurance Trust Company as Your Trustee

Name Guidelines

Recommended guidelines when drafting trusts that name LITCO as your fiduciary.

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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

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Sample Annual Policy Review

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Sample Trust Account Report

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Sample Crummey Letter

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Fee Schedule

For a full fee schedule, please call us at 888-320-9594 or email us info@lifeinsurancetrustco.com

RAYMOND JAMES BROCHURE: A Partnership Rooted In Our Client-First Promise

Discover how Raymond James’ strategic partnership with Life Insurance Trust Company can help preserve your clients’ legacy and prioritize their loved ones.

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PowerPoint: LITCO- Raymond James Strategic Partnership and Advisor Support

This PowerPoint will:

  • Discuss the strategic partnership between LITCO and Raymond James
  • Answer frequently asked questions

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Contact Us:

Amanda Einwechter

Amanda Einwechter

Customer Support Specialist

aeinwechter@lifeinsurancetrustco.com