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Join us for a webinar in our office with content provided by National Advisors Trust Company.

This program explores the complex issues with Irrevocable Life Insurance Trust (ILIT). We will examine administrative, tax, fiduciary, and investment issues. ILITs often do not link in well with standard practices and trustee compensation. This discussion will highlight common problem areas in administration to help streamline administration and turn a loss leader into a profit center. Topics include:

  • Administrative standard practice for smooth operation
  • Tax issues and how to address them and take advantage of them
  • Investment issues and properly documenting the file
  • Addressing policies and procedures properly

The session also qualifies for CE credits. Please let us know if you’d like to attend.

Contact us at 619-491-0225 or events@542.ec0.myftpupload.com

We can also host in your office and your staff can participate as well.  Please let us know if you would like to learn more.