Your Trusted ILIT Funding Specialist

Helping estate planning attorneys ensure their clients' Irrevocable Life Insurance Trusts are properly funded and optimized.

Our Services

We Provide The Best Services

Our commitment is to deliver exceptional insurance solutions tailored to your needs. With expert guidance, personalized care, and a wide range of coverage options, we ensure you receive the best service every time, protecting what matters most.

What Is an ILIT?

Simple, jargon-free explanation of Irrevocable Life Insurance Trusts

Why ILITs matter for estate planning (estate tax exclusion, liquidity for heirs, asset protection)

why work with

Octopode Life & Legacy?

Credentials

CLU designation, Series 7 & 66 licenses, 6+ years of experience

Specialization

Deep expertise in life insurance products suited for ILITs

Carrier Relationships

Access to top carriers (Pacific Life, John Hancock, Lincoln Financial, Protective, Penn Mutual)

Streamlined Process: You handle the trust, we handle the policy—seamless collaboration

Client-Centered

Direct access to Spencer, no call centers or runaround

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Attractive plans

How We Support Estate Planning Attorneys

- Policy selection and underwriting guidance tailored to each client's health and goals.

- Ongoing policy reviews and performance monitoring.

- Education for your clients on how their ILIT works.

- Fast, responsive communication—your clients are never left waiting.

The ILIT Funding Process

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We provide reliable and flexible life insurance solutions designed to give you peace of mind. We help secure your family’s future—so you can focus on what truly matters.

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