Citadel Trust Advisors
Financial Services - Saint Louis, Missouri, United States
Citadel Trust Advisors Employees
Citadel Trust Advisors Details
Citadel Trust Advisors manages and transfers Irrevocable Life Insurance Trusts (ILITs). Citadel is uniquely dedicated to the complexities of ILITs. We have a staff committed to excellence in ILIT management, oversight, analysis, transfer, recommendations and support.Citadel will manage your ILIT (or your Trust Company's book of ILITs) by performing: A Comprehensive review of the ILIT vehicle Pre-acceptance & annual reviews of the insurance carrier Ongoing performance reviews & market comparisons of the insurance policy Due diligence in managing assets of variable universal life insurance policies And helping to redesign, sell or exchange non performing life insurance policiesCitadel is a Full-Service ILIT Third Party Administrator (TPA). Together with our trust partner we will: Manage annual contributions to the ILIT Pay Annual premiums to the Life Insurance Carrier Prepare and send all "Crummey" noticesILIT Expertise is needed to understand, administer, analyze and restructure under-performing trusts. If the trust is not set up, administered and reviewed annually, the liability rests with the fiduciary. Let Citadel manage your ILIT. Citadel accepts existing ILITs from banks and trust companies across the country, law firms, financial practicesand individuals serving as trustee.
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