On January 2, 2019, Kestra Financial, a leading independent advisor platform, acquired Reliance Trust Company of Delaware. Reliance Trust Company of Delaware will continue to serve a diverse group of financial advisors and their clients’ trust needs. The company’s platform, offices, and personnel remain unchanged. Click here for more information about Kestra Financial.
Click here to speak with one of our Reliance Trust Company of Delaware offices today.
Reliance Trust Company of Delaware, provides trust owned life insurance to financial advisors nationwide. Reliance Trust Company of Delaware serves as an independent corporate trustee, and provides daily administration, policy monitoring and asset reviews. This ensures that you and your clients receive the very best possible oversight and execution of their estate plans while staying informed and involved throughout the life of the trust.
Reliance Trust Company of Delaware can provide a combination of trustee experiences and comprehensive insurance trust management services that will strengthen your client relationships.
Besides administering the trust, Reliance Trust Company of Delaware tracks all aspects of an insurance policy and the financial status of the carrier. A thorough understanding of proposed policy funding is established along with an evaluation of policy components, features and characteristics.
Reliance Trust Company of Delaware provides the financial advisor with automatic updates and alerts on critical changes or important information as it occurs.
To learn more click here for our trust owned life insurance brochure. Or contact us directly at 888.803.7466.