Join us in an upcoming webinar or watch past recorded webinars on demand to learn more about Life Insurance Trust Company and grow your ILIT administration knowledge.
Corporate Trustee Partnerships Made Easy: How LITCO works with Financial Advisors
april 10, 11 am – 12 pm cst
Learn how Life Insurance Trust Company collaborates with financial advisors after being named as the corporate trustee of an ILIT.
Corporate Trustee Partnerships Made Easy: How LITCO works with Financial Advisors
april 10, 11 am – 12 pm cst
Learn how Life Insurance Trust Company collaborates with financial advisors after being named as the corporate trustee of an ILIT. In this session, you’ll meet the key team members you’d work with, gain a clear understanding of the trust transfer process, and see how our online portal keeps authorized advisors up to date on their clients’ trusts. Don’t miss this opportunity to learn how we make trust administration seamless—register now!
Featuring:
Tony McKillip, President
amanda einwechter, new business development manager
derek wilkinson, customer experience specialist
Stay up to date on trust-owned life insurance industry news and best practices. Subscribe to our blog to get emails when new posts are published.
Corporate Trustee Partnerships Made Easy: How LITCO works with Financial Advisors
april 10, 11 am – 12 pm cst
Learn how Life Insurance Trust Company collaborates with financial advisors after being named as the corporate trustee of an ILIT. In this session, you’ll meet the key team members you’d work with, gain a clear understanding of the trust transfer process, and see how our online portal keeps authorized advisors up to date on their clients’ trusts. Don’t miss this opportunity to learn how we make trust administration seamless—register now!
Featuring:
Tony McKillip, President
amanda einwechter, new business development manager
derek wilkinson, customer experience specialist
Privately Held Business Valuations for Trusts
october 9, 2024
Privately held businesses form the backbone of many families’ wealth and legacy, often representing significant personal, financial, and emotional value. When these businesses are held within trusts, accurately determining their worth becomes crucial audit, tax, financial, and legal reasons.
In this webinar, we’re talking with valuations experts from ITM to get a better understanding of when and why a trustee should seek out a privately held business valuation.
Featuring:
Tony McKillip, President, Life Insurance Trust Company
Eric Scow, Director of Operations, ITM
Josh Obregon, supervisor of operations, itm
Quick Tips for Effective ILIT Management
may 22, 2024
Hone your ILIT administration and management skills to tackle the unique challenges and risks in our market with confidence. Join our team of experts for a discussion on four key Irrevocable Life Insurance Trust management tips:
1. Purchasing vs gifting an existing policy
2. How to deal with an unresponsive grantor
3. Asset allocation strategies for variable life insurance
4. Charging appropriate fees
Following this discussion, we opened it up for a Q&A on these four topics.
Featuring:
Tony McKillip, President, Life Insurance Trust Company
Amanda Einwechter, New Business Development Manager, Life Insurance Trust Company
Greg Kizer, CAIA, Senior Vice President, ITM
we’re hosing a Q&A with the business valuations experts at itm
Privately held businesses form the backbone of many families’ wealth and legacy, often representing significant personal, financial, and emotional value. When these businesses are held within trusts, accurately determining their worth becomes crucial audit, tax, financial, and legal reasons.
In this webinar, we’re talking with valuations experts from ITM to get a better understanding of when and why a trustee should seek out a privately held business valuation.
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