Our ILIT administration solution reduces the cost and risk of administering trusts and managing policies while delivering superior results for grantors and beneficiaries.
See why ILIT trustees, including over 300 banks, trust companies, law firms, and insurance companies outsource to our team of trust administrators, life insurance experts, and underwriters.
tolimonitor by ITM is a comprehensive solution for ILIT trustees. From policy reviews, to gift and Crummey notices, to solving complex policy issues, our professionals service your life insurance trusts.
Reduces the Cost and risk of Administering Trusts and Managing Policies.
On average, 30% of policies will need remediation each year. Identifying the problem is simply the first step. Our team successfully remediates the cases, satisfying grantors and beneficiaries and while avoiding potential liability with clients.
Our team of experts will work to maximize the value of every policy and trust, ensuring that you meet your fiduciary duty.
Redeploy internal resources to more profitable areas of your organization and allow our team of life insurance experts service your life insurance trusts.
With tolimonitor, you remain trustee of your ILITs while our life insurance experts, trust administrators, and underwriters handle the day-to-day administration work. With our team reviewing and managing policies for optimal performance and remediating troubled policies, your team can focus on other client needs while knowing that your ILITs are in good hands.
with add on solutions for asset allocation and annuity reviews.
Life Insurance Trust Company provides a simple solution for banks, trust companies, insurance companies, advisors, and attorneys who no longer want to serve as trustee for some of all of their Life Insurance Trusts. LITCO focuses solely on ILITs, making our team your expert partners in trusts.
To learn more about how tolimonitor and LITCO can help you mitigate your ILIT liability, contact our sales team or visit our life insurance blog section to browse through relevant topics and learn more about our solution.
