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Perhaps your financial and/or legal advisors have advised you to set up an Irrevocable Life Insurance Trust - which will require Trustee designation. Whether you choose a family member, individual or corporate trustee, ITM will help assist the trustee with:
- Easy to understand performance reports on the policies
- Information and financial standing of the insurance carriers involved
- Comparables of the current policy to today’s marketplace offerings
- Day-to-day trust administration
- Reminder letters for premium payments
- Crummey letter to the beneficiaries
- Collecting and paying insurance premiums
- Documentation management
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