Trusts are a gateway to assets already existing in your current book of business as well as s mechanism to grow or protect relationships with existing clients to ensure you'll bemanaging their wealth for years to come. When a major life event occurs, a trust could end up eith the local bank or lawyer which leaves you vulnerable to being cut off from investments. We developed The Golden Questions to get the conversation started and you on the road to protecting both your client and your business:
We are a leading provider of trust management and administrative services. We firmly believe that it is a conflict of interest to be both the trustee and the investor of the trust assets so we stick to trust management and partner with advisors to be the investment experts.
Contact us at
info@itcoa.com
855.75.TRUST
For your complimentary consultation.