Our Strategic Partner resource hub provides existing clients with relevant documents and information to help with transferring new and existing trusts to LITCO.
HAVE YOU REGISTERED YOUR ONLINE PORTAL ACCOUNT?
Our online portal provides authorized advisors 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.
RESOURCES FOR ADVISORS
GETTING STARTED GUIDE
Understand the process for transferring new or existing trusts to LITCO.
NAMING GUIDELINES
Recommended guidelines when drafting trusts that name LITCO as your fiduciary.
GRANTOR & BENE BROCHURE
Share this brochure with your clients when transferring new or existing trust to introduce LITCO.
ANNUAL POLICY REVIEW
View a sample of the annual review that is available to grantors, beneficiaries, and advisors.
TRUST ACCOUNT REPORT
View a sample of the trust account report that is available to grantors, beneficiaries, and advisors.
CRUMMEY LETTER
View a sample of the crummey letter sent to beneficiaries when a gift is made to the trust.
ADVISOR ADVANTAGES
Learn about the benefits of naming LITCO as trustee for your client’s new or existing trusts.
PORTAL REGISTRATION
Step-by-step guidelines on how to set up your LITCO portal account to view client’s account reports.
LEARN MORE ABOUT HOW LITCO WORKS WITH OUR ADVISORS
In this short video, we’ll explore how we work with our affiliate company, ITM, to manage irrevocable life insurance trusts. We’ll also discuss how LITCO keeps financial advisors up to date on their clients’ ILITs to ensure full-picture financial and estate planning.
LOOKING FOR SOMETHING BRAND SPECIFIC?
If you are looking for co-branded materials or the fee schedule for your specific company, please reach out to our team and we will send it over! You may also want to check with your company to see if these materials are already available on your Intranet site.
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GET IN TOUCH:
AMANDA EINWECHTER
New Business Development Manager
New and Existing Trust Transfers
DEREK WILKINSON
Customer Experience Specialist
Portal Registration Help