What are examples of ILIT client servicing?
Citadel services its clients who have developed a trust relationship through face to face meetings in their locality. Many clients have a relationship with the trust company that requires less in-person contact. In transferring a book of business, we have options including opening a retail location in a particular state if the number of ILITs suggests such an action, or managing the trust relationship out of Citadel’s main office in St. Louis, MO.
