Course Description

An informative session on the usage of trusts in general and irrevocable life insurance trusts (ILITs) in particular.   The session will focus on the reasons for using an ILIT and why they work.  It will also highlight the work that we do as trust administrators and the importance of that work. 

Director of Remediation

Aaron Hanson, CLU®

Course curriculum

  • 1

    Trusts and ILITs Chapter 1

    • Trusts and ILITs Chapter 1
  • 2

    Trusts and ILITs Chapter 2

    • Trusts and ILITs Chapter 2
  • 3

    Quiz

    • Trusts and ILITs Quiz

    • Trust and ILITs Handbook