More than a report.
More than a review.
We are your partner in ILIT management.

Welcome to LifeTrust3D™

2021 Reflection | 2022 Outlook

Click Below to View the latest LifeTrust3D™ Newsletter:

What we do is very specific and laser-focused. We review, evaluate 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?

Services

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

Resources

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

Speaking

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

Tips for Trustees

September 20, 2022 - Cost of Insurance (COI) Increases - Learn more about the real-life impact of new premium requirements; and how LifeTrust3D can help.