LifeTrust3D CASE STUDY LifeTrust3D is the nation’s premier life insurance policy monitoring, management and consulting firm. They successfully combined the experience and knowledge of a third generation, family-owned insurance firm, and the world’s leading technology to provide a truly unique and value-packed solution for trustees, fiduciaries, grantors and beneficiaries when it comes to Trust-Owned Life Insurance and Annuities. The Challenge LifeTrust3D was created to provide exceptional inforce life insurance service and support to fiduciaries across the country. As their practice rapidly grew over time, monitoring and managing their clients’ life insurance policies became extremely labor-intensive and increasingly difficult to administer. While they weren’t immediately

Join for free to read