ILIT Governance Built for You
Everything you need to deliver highly personalized service for every client while meeting fiduciary requirements.
Protect Yourself as a Fiduciary and Your Clients with Our Comprehensive Annual Governance Framework for ILIT Management
Global ILIT Oversight and Management
- Comprehensive Visibility
- Proactive Risk Monitoring
- Reg 9 Support
Proactive Policy
Reporting
- Global and/or Customized Tracking Parameters
- Policy & Benchmark Reporting
- Carrier Document Management
Fiduciary Notifications and Alerts
- Premium Gifts
- Crummey Letters
- Premium Payments
Turn ILIT Management Into Strategic Conversations
- Institutional-grade documents for every client
- Templates drafted by insurance experts
- Customization capabilities for branded, polished deliverables built for your needs
- Important (and often complex) data turned into clear, compelling visuals your clients will love
- Policy reporting and fiduciary tracking provided by trusted insurance experts
Turn ILIT Management Into Strategic Conversations
- Institutional-grade documents for every client
- Templates drafted by insurance experts
- Customization capabilities for branded, polished deliverables built for your needs
- Important (and often complex) data turned into clear, compelling visuals your clients will love
- Policy reporting and fiduciary tracking provided by insurance experts
Align Policy Performance to the Needs of Each Trust
- Statement and illustration gathering
- Policy-specific performance guideline tracking
- Customizable policy notifications and reminders
- Continuous policy monitoring and alerts
- Comprehensive annual policy reviews
Keep All Your Administrative Efforts Compliant
- Scalable multi-trust administration
- Built-in compliance and documentation
- Customizable premium gift and Crummey notices
- Adheres to ongoing fiduciary standards
- Compliance and audit-readiness
Align Policy Performance to the Needs of Each Trust
- Automated statement and illustration gathering
- Policy-specific performance guideline tracking
- Customizable policy notifications and reminders
- Continuous policy monitoring and alerts
- Comprehensive annual policy reviews
Keep All Your Administrative Efforts Compliant
- Scalable multi-trust administration
- Built-in compliance and documentation
- Customizable premium gift and Crummey notices
- Adheres to ongoing fiduciary standards
- Compliance and audit-readiness
The Most Trusted Partner in Life Insurance Data Management
Trusted by the Largest Banks, Broker-Dealers, and Trust Companies
500,000+ Client Deliverables Created
SOC 2 Type II Compliant
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