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Premium Administration, LLC - Life Insurance Trust Administration

Specialized administration of irrevocable life insurance trusts

http://www.premiumadministration.com/

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Premium Administration, LLC

PO B●●●●4130

Sco●●●ale , Arizona, 85261

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Premium Administration, LLC

Melissa Kemp

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Sco●●●ale , Arizona, 85261

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Premium Administration, LLC - Life Insurance Trust Administration | premiumadministration.com Reviews
<META>
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Specialized administration of irrevocable life insurance trusts
<META>
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1 trust
2 trusts
3 irrevocable
4 irrevocable trust
5 irrevocable trusts
6 gift trust
7 gift trusts
8 ILIT
9 crummey
10 life insurance trust
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get started,how to,estimate,account forms,services,fees,the firm,about the firm,about the staff,resources,references,glossary,send crummey notices,avoid missed payments,prevent expensive mistakes,premium organization
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Premium Administration, LLC - Life Insurance Trust Administration | premiumadministration.com Reviews

https://premiumadministration.com

Specialized administration of irrevocable life insurance trusts

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1

Premium Administration, LLC

http://www.premiumadministration.com/forms.htm

In order to view and print many of our forms you will need Adobe Acrobat Viewer. The viewer is from the Adobe. For download. Or, if you prefer can use MS Word to fill out the Client Information Forms. For security reasons we do not recommend sending the completed Client Information Forms via email; Fax or US Postal service is the preferred method. Contains all of the forms including the Getting Started Guide, Privacy Statement, Client Information Forms, Service Contract and Affirmations.

2

Premium Administration, LLC

http://www.premiumadministration.com/staff.htm

Melissa has over 22 years in the financial planning industry. She started as computer programmer and analyst for a market timing investment management firm, before serving 10 years as a Vice President, Business Development, for a major national trust company. In 1998, Melissa started Premium Administration, LLC and Premium Organization. Melissa loves the out of doors, and enjoys hiking, camping, and backpacking. In the past 10 years, she has hiked into Macchu Picchu, backpacked through the San Juans ...

3

Premium Administration, LLC

http://www.premiumadministration.com/fees.htm

Gift reminder notices to trustor(s). Proper gifting process documentation. Draft and send Crummey notifications. Premium payment and receipt. Inform trustees and trustor(s) of trust activities requiring their attention. Trust Document Safekeeping (when originals delivered to Premium Administration, LLC). Q&A information source for trustees and trustor(s). Assistance with adding and changing policies. Account opening fee for a new trust:. Review the Irrevocable Trust Agreement.

4

Premium Administration, LLC

http://www.premiumadministration.com/firm.htm

Premium Administration, LLC was conceived in 1997. A prominent estate planning attorney and a corporate trust officer were meeting to discuss some business matters for their existing clients. Coincidentally, there were several trust issues with the same problem: the lack of a qualified and reasonably priced administrative service solution for their irrevocable life insurance trusts. They decided to do something about this situation, that very day, and the result is Premium Administration, LLC. Premium Ad...

5

Premium Administration, LLC

http://www.premiumadministration.com/services.htm

Our mission is to provide professional, knowledgeable, full time administrative capacity to non-professional trustees of irrevocable trusts at a reasonable price. Premium Administration, LLC, assists trustees with:. Understanding their fiduciary duties. Creating gift reminders and Crummey notices. Monitoring insurance premiums and policies. Our standardized gift process allows for a variety of gift scenarios while ensuring the administrative details are handled accurately and timely. When the trustor(s) ...

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Service Desk and Asset Management Solutions

http://greggotcher.typepad.com/manageyourassets

Service Desk and Asset Management Solutions. IBM and Tivoli Service Management Software. No body asked me but. May 20, 2009. Disaster Management - Inventory and Personnel Tracking System. With the prospect of bioterrorism, infectious disease, natural disasters, and other threats preparing for emergencies is a growing industry. Before we could provide our solution we had to insure that it met the standards of the National Incident Management System. What Is the National Incident Management System? Maybe i...

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Service Desk and Asset Management Solutions: Facilities Management

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Service Desk and Asset Management Solutions. IBM and Tivoli Service Management Software. No body asked me but. May 11, 2009. Mobile gets a better Look! We work with the mobile device that best fits the requirements for the individual.  Someone in management that needs day to day visibility might choose a delivery device like the iPhone.  The attached brief video provides an example of that type of connectivity. . All application access is controlled by core Maximo security. Technicians may require a devi...

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Premium Administration, LLC - Life Insurance Trust Administration

If you want your carefully laid plans to succeed. Premium Administration, LLC assists Trustees with:. Understanding their Fiduciary Duties. Creating gift reminders and Crummey Notices. Monitoring insurance premiums and policies. We focus on timely details:. Document gifts to trust. Our sister organization, Premium Organization. Shapes communities through dynamic non-profit organizations. Trust Administration Since 1999.

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