844-747-5833

The nation's premier life insurance policy monitoring, management, and consulting firm.

OUR COMPANY

Welcome to LifeTrust3D

What we do is very specific and laser-focused.  We review, evaluate, manage, and monitor trust-owned life insurance policies.  We exist to do three things:

Maximize benefits

Reduce risk

Support fiduciaries

With over 10,000 life insurance policies currently in our proprietary system, we are the nation’s most proven life insurance management and monitoring system.

Where would you like to go?

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Services

Discover our variety of specialized services designed to meet your specific goals and needs.

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Resources

Our resources section is full of useful information. Learn more about Reducing Risk for Trustees & Fiduciaries.

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Speaking

Interested in learning more about the 3D Process™? Request a one-on-one phone call, or learn about upcoming speaking engagements.

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Blog

07/19/2017 - Win Small, Win Early, Win Often. In this post I want to communicate two ways to create a "win" for your clients.

Take advantage of these resources:

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Sample 3D Review Report

Click here to get instant access to a sample report.

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1127B Hendersonville Rd, Asheville, North Carolina 28803
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