Citadel Trust Advisors
Financial Services, 8630 Delmar BLVD, St. Louis, Missouri, 63124, United States, 1-10 Employees
Who is CITADEL TRUST ADVISORS
Citadel Trust Advisors manages and transfers Irrevocable Life Insurance Trusts (ILITs). Citadel is uniquely dedicated to the complexities of ILITs. We have a staff committed to excellence...
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Headquarters: 8630 Delmar BLVD, St. Louis, Missouri, 63124, United States
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Employees: 1-10
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Revenue: Under $1 Million
Industry: Financial Services
SIC Code: 6411
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NAICS Code: 524210 |
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Frequently Asked Questions Regarding Citadel Trust Advisors
Answer: Citadel Trust Advisors's headquarters are located at 8630 Delmar BLVD, St. Louis, Missouri, 63124, United States
Answer: Citadel Trust Advisors's official website is https://citadeltrust.com
Answer: Citadel Trust Advisors's revenue is Under $1 Million
Answer: Citadel Trust Advisors's SIC: 6411
Answer: Citadel Trust Advisors's NAICS: 524210
Answer: Citadel Trust Advisors has 1-10 employees
Answer: Citadel Trust Advisors is in Financial Services
Answer: Citadel Trust Advisors contact info: Phone number: Website: https://citadeltrust.com
Answer: Citadel Trust Advisors manages and transfers Irrevocable Life Insurance Trusts (ILITs). Citadel is uniquely dedicated to the complexities of ILITs. We have a staff committed to excellence in ILIT management, oversight, analysis, transfer, recommendations and support. Citadel will manage your ILIT (or your Trust Company's book of ILITs) by performing: A Comprehensive review of the ILIT vehicle Pre-acceptance & annual reviews of the insurance carrier Ongoing performance reviews & market comparisons of the insurance policy Due diligence in managing assets of variable universal life insurance policies And helping to redesign, sell or exchange non performing life insurance policies Citadel is a Full-Service ILIT Third Party Administrator (TPA). Together with our trust partner we will: Manage annual contributions to the ILIT Pay Annual premiums to the Life Insurance Carrier Prepare and send all "Crummey" notices ILIT Expertise is needed to understand, administer, analyze and restructure under-performing trusts. If the trust is not set up, administered and reviewed annually, the liability rests with the fiduciary. Let Citadel manage your ILIT. Citadel accepts existing ILITs from banks and trust companies across the country, law firms, financial practicesand individuals serving as trustee.
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