844-747-5833

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

Welcome to LifeTrust3D™

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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.

OUR COMPANY

What is LifeTrust3D™?

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

10/19/2018 - The Life Settlement Impact - Why are policies being sold via life settlement? Is this the best option for your client?

Take advantage of these resources:

A SAMPLE REPORT

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A Sample 3D Review

The Discovery Analyzer Report

Click here to get instant access to a sample report.

...THE BEST POLICY

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"This book speaks to the importance of providing for families and their needs through the effective use of Life Insurance Trusts."

—Diana Cecil Pickering

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1127B Hendersonville Rd, Asheville, North Carolina 28803
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