Episode Take-aways:

• Why your clients and their advisors would want to engage a professional trustee to manage their life insurance trusts

• Ken’s experience with LitCo and how they can work with you and your clients to manage their ILITs

• The services that LitCo provides to clients with new and existing ILITs and how they complement your clients’ planning

Guests: Ken Samuelson, Managing Principal, The Morehead Group and Leon J Wessels, Life Insurance Trust Company