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CUSTODIAL AGENCY FOR TRUSTEE OF IRREVOCABLE LIFE INSURANCE TRUST


TCK TRUST & FINANCIAL ADVISORS, in its capacity as Custodial Agent, will work with you in all aspects of the administration of your account. Let us do the paperwork -you do the investments. Our relationship will include the following services:

§         Asset Safekeeping

§         Gift Collections

§         Payment of Premium Payments

§         Periodic Statement of Assets

§         Periodic Transaction Statement

§         Annual Account Summary

§         Summary for Income Tax Preparation

§         Notice(s) of Withdrawal Rights

 

TCK Trust & Financial Advisors is a charter member of
The Association of Independent Trust Companies.