31
Growth Score
pts
Heat Score
-9 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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Citadel Trust Advisors offers complete ILIT administrative services.
About the Company
Citadel Trust Advisors manages existing and new ILITs. This newly introduced program allows trustees to outsource, through an agency agreement, all permitted and essential aspects of servicing the ILIT account. Their approach eliminates ILIT administration overhead and provides an ongoing policy review analysis to mitigate future, imminent
liability. They work every day with trust companies, financial advisors, attorneys, CPAs, life insurance agents, grantors, and non-corporate trustees to help transfer and manage their ILITs.
