LifeTrust 3D™ means continual management, monitoring & review of your ever-changing life insurance policies. This is done through a state of the art, secure, on-line process to ensure your benefits are always maximized.
Our proprietary 3D Process™ will assist you in meeting the standards set forth by the UPIA. It also reduces risk by organizing, automating and efficiently helping you administer, manage and monitor all of your policies.
Our unique process analyzes your policies three-dimensionally; meaning from all angles and perspectives, so we can deliver consistent and quantifiable outcomes to ensure you are confident in the security of your life insurance portfolios.
09/14/2016 - The 3 ILIT case studies that will change how you approach policy reviews! The industry continues to evolve rapidly. Register now for our October 4 online policy review presentation featuring three real life case studies. MORE >
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