--- title: Productivity Suite description: iTrust Advisors was born out of our recognition of the growing de-personalization in the insurance and financial services businesses. --- [![white-logo-img](https://itrustllc.com/hubfs/iTrust/images/white-logo-img.png) ](https://itrustllc.com) ****** - [iTrust Advantage](https://itrustllc.com) **** - [Who We Are](https://itrustllc.com#who-we-are) - [iTrust Story](https://itrustllc.com#iTrust-story) - [Meet Your Team](https://itrustllc.com#meet-your-team) - [Your Strategic Partner](https://itrustllc.com/your-strategic-partner) **** - [Accelerated Growth](https://itrustllc.com/your-strategic-partner#accelerated-growth) - [Recognized Value](https://itrustllc.com/your-strategic-partner#recognized-value) - [Succession Planning](https://itrustllc.com/your-strategic-partner#succession-planning) - [Ease of Doing Business](https://itrustllc.com/ease-of-doing-business) **** - [Case Design](https://itrustllc.com/ease-of-doing-business#case-design) - [Concierge Back Office](https://itrustllc.com/ease-of-doing-business#concierge-back-office) - [Commission Tracking & Reporting](https://itrustllc.com/ease-of-doing-business#compensation-tracking) - [Industry Access](https://itrustllc.com/industry-access) **** - [Product & Services](https://itrustllc.com/industry-access#product-services) - [Carriers We Partner With](https://itrustllc.com/industry-access#carriers-partner) - [Productivity Suite](https://itrustllc.com/productivity-suite) **** - [News Feeds](https://itrustllc.com/productivity-suite#news) - [iTrust Media](https://itrustllc.com/productivity-suite#blogs) - [Tools](https://itrustllc.com/productivity-suite#application-and-case) [ Portal ](https://portal.itrustllc.com/?redirectto=https://itrustllc.com/productivity-suite) # Productivity Suite Keep up to date with the latest carrier news, product selection resources, and iTrust content. Feel free to browse through our latest educational materials and broaden your sales arsenal! [ Contact Us ](https://itrustllc.com/contact-us) Blog ## From our Blog 22 August 2024 #### [Irrevocable Life Insurance Trusts: An Alternative for Flexibility?](https://blog.itrustllc.com/irrevocable-life-insurance-trusts-an-alternative-for-flexibility) Irrevocable trusts have long been core... [Read More](https://blog.itrustllc.com/irrevocable-life-insurance-trusts-an-alternative-for-flexibility) [![iTrust News Feed](https://itrustllc.com/hubfs/AI-Generated%20Media/Images/An%20intricate%20web%20of%20financial%20and%20estate%20planning%20strategies%20intertwining%20in%20a%20delicate%20balance%2c%20aimed%20at%20securing%20a%20lasting%20legacy%20for%20future%20generat.jpeg) ](https://blog.itrustllc.com/irrevocable-life-insurance-trusts-an-alternative-for-flexibility) 22 August 2024 #### [Converting Term Life Insurance to Permanent Coverage - a Smart Move?](https://blog.itrustllc.com/converting-term-life-insurance-to-permanent-coverage-a-smart-move) Less than 1% of term insurance ever... [Read More](https://blog.itrustllc.com/converting-term-life-insurance-to-permanent-coverage-a-smart-move) [![iTrust News Feed](https://itrustllc.com/hubfs/AI-Generated%20Media/Images/An%20image%20of%20a%20person%20holding%20a%20term%20life%20insurance%20policy%20and%20looking%20at%20a%20permanent%20coverage%20policy%2c%20surrounded%20by%20financial%20planning%20documents-1.jpeg) ](https://blog.itrustllc.com/converting-term-life-insurance-to-permanent-coverage-a-smart-move) 22 August 2024 #### [IRR: A useful tool for Financial Professionals](https://blog.itrustllc.com/irr-a-useful-tool-for-financial-professionals) What is it, and what should your... [Read More](https://blog.itrustllc.com/irr-a-useful-tool-for-financial-professionals) [![iTrust News Feed](https://itrustllc.com/hubfs/AI-Generated%20Media/Images/An%20image%20of%20a%20financial%20professional%20explaining%20the%20concept%20of%20Internal%20Rate%20of%20Return%20IRR%20to%20clients%2c%20using%20charts%20and%20graphs%20to%20illustrate%20the%20calcu.jpeg) ](https://blog.itrustllc.com/irr-a-useful-tool-for-financial-professionals) 22 August 2024 #### [FTC Changes to Non-Compete Agreements: How to Protect Your Clients](https://blog.itrustllc.com/ftc-changes-to-non-compete-agreements-how-to-protect-your-clients) The FTC is proposing dramatic changes... [Read More](https://blog.itrustllc.com/ftc-changes-to-non-compete-agreements-how-to-protect-your-clients) [![iTrust News Feed](https://itrustllc.com/hubfs/AI-Generated%20Media/Images/The%20image%20shows%20a%20group%20of%20business%20professionals%20discussing%20noncompete%20agreements%20and%20legal%20implications.jpeg) ](https://blog.itrustllc.com/ftc-changes-to-non-compete-agreements-how-to-protect-your-clients) 22 August 2024 #### [Upcoming Estate Tax Changes: All About the Sunsetting Provision!](https://blog.itrustllc.com/upcoming-estate-tax-changes-all-about-the-sunsetting-provision) It's a big year for estate taxes,... [Read More](https://blog.itrustllc.com/upcoming-estate-tax-changes-all-about-the-sunsetting-provision) [![iTrust News Feed](https://itrustllc.com/hubfs/AI-Generated%20Media/Images/An%20image%20of%20a%20financial%20professional%20discussing%20upcoming%20estate%20tax%20changes%20with%20clients%20and%20their%20advisors%2c%20preparing%20for%20potential%20tax%20implications-1.jpeg) ](https://blog.itrustllc.com/upcoming-estate-tax-changes-all-about-the-sunsetting-provision) Load More ## iTrust Industry Updates ![blue-lock](https://45971629.fs1.hubspotusercontent-na1.net/hubfs/45971629/iTrust/images/blue-lock.svg) Receive up-to-date news straight from top carriers in the market. Stay up-to-date with product updates, form change notifications, and other important pieces from our partners in the industry. #### *"Foresters Releases your Term Non-Medical Underwriting..."* #### * "Symetra's SwiftProtector IUL Is Now Live"* #### *   Protective Life New, Multifaceted Conversion Rider..."* [ Login to iTrust Portal ](https://portal.itrustllc.com/?redirectto=https://itrustllc.com/productivity-suite) ## iTrust Media [![ iTrust Blogs](https://itrustllc.com/hs-fs/hubfs/AI-Generated%20Media/Images/An%20image%20of%20a%20financial%20professional%20discussing%20upcoming%20estate%20tax%20changes%20with%20clients%20and%20their%20advisors%2c%20preparing%20for%20potential%20tax%20implications-1.jpeg?height=200&name=An%20image%20of%20a%20financial%20professional%20discussing%20upcoming%20estate%20tax%20changes%20with%20clients%20and%20their%20advisors%2c%20preparing%20for%20potential%20tax%20implications-1.jpeg) ](https://blog.itrustllc.com/upcoming-estate-tax-changes-all-about-the-sunsetting-provision) #### [Upcoming Estate Tax Changes: All About the Sunsetting Provision!](https://blog.itrustllc.com/upcoming-estate-tax-changes-all-about-the-sunsetting-provision) ![Picture of https://45971629.fs1.hubspotusercontent-na1.net/hubfs/45971629/AI-Generated%20Media/Images/A%20strong%20professional%20looking%20team%20of%20professionals%20who%20know%20numbers.jpeg](https://itrustllc.com/hs-fs/hubfs/AI-Generated%20Media/Images/A%20strong%20professional%20looking%20team%20of%20professionals%20who%20know%20numbers.jpeg?width=30&name=A%20strong%20professional%20looking%20team%20of%20professionals%20who%20know%20numbers.jpeg) [iTrust Advanced Planning Partners ](https://blog.itrustllc.com/author/itrust-advanced-planning-partners) August 22, 2024 It's a big year for estate taxes, requiring a total review of all estate plans! ... [![ iTrust Blogs](https://itrustllc.com/hs-fs/hubfs/AI-Generated%20Media/Images/The%20image%20shows%20a%20group%20of%20business%20professionals%20discussing%20noncompete%20agreements%20and%20legal%20implications.jpeg?height=200&name=The%20image%20shows%20a%20group%20of%20business%20professionals%20discussing%20noncompete%20agreements%20and%20legal%20implications.jpeg) ](https://blog.itrustllc.com/ftc-changes-to-non-compete-agreements-how-to-protect-your-clients) #### [FTC Changes to Non-Compete Agreements: How to Protect Your Clients](https://blog.itrustllc.com/ftc-changes-to-non-compete-agreements-how-to-protect-your-clients) ![Picture of https://45971629.fs1.hubspotusercontent-na1.net/hubfs/45971629/AI-Generated%20Media/Images/A%20strong%20professional%20looking%20team%20of%20professionals%20who%20know%20numbers.jpeg](https://itrustllc.com/hs-fs/hubfs/AI-Generated%20Media/Images/A%20strong%20professional%20looking%20team%20of%20professionals%20who%20know%20numbers.jpeg?width=30&name=A%20strong%20professional%20looking%20team%20of%20professionals%20who%20know%20numbers.jpeg) [iTrust Advanced Planning Partners ](https://blog.itrustllc.com/author/itrust-advanced-planning-partners) August 22, 2024 The FTC is proposing dramatic changes to 'non-competes'. How will this affect ... [![ iTrust Blogs](https://itrustllc.com/hs-fs/hubfs/AI-Generated%20Media/Images/An%20image%20of%20a%20financial%20professional%20explaining%20the%20concept%20of%20Internal%20Rate%20of%20Return%20IRR%20to%20clients%2c%20using%20charts%20and%20graphs%20to%20illustrate%20the%20calcu.jpeg?height=200&name=An%20image%20of%20a%20financial%20professional%20explaining%20the%20concept%20of%20Internal%20Rate%20of%20Return%20IRR%20to%20clients%2c%20using%20charts%20and%20graphs%20to%20illustrate%20the%20calcu.jpeg) ](https://blog.itrustllc.com/irr-a-useful-tool-for-financial-professionals) #### [IRR: A useful tool for Financial Professionals](https://blog.itrustllc.com/irr-a-useful-tool-for-financial-professionals) ![Picture of https://45971629.fs1.hubspotusercontent-na1.net/hubfs/45971629/AI-Generated%20Media/Images/A%20strong%20professional%20looking%20team%20of%20professionals%20who%20know%20numbers.jpeg](https://itrustllc.com/hs-fs/hubfs/AI-Generated%20Media/Images/A%20strong%20professional%20looking%20team%20of%20professionals%20who%20know%20numbers.jpeg?width=30&name=A%20strong%20professional%20looking%20team%20of%20professionals%20who%20know%20numbers.jpeg) [iTrust Advanced Planning Partners ](https://blog.itrustllc.com/author/itrust-advanced-planning-partners) August 22, 2024 What is it, and what should your clients know? IRR is your greatest financial ... [![ iTrust Blogs](https://itrustllc.com/hs-fs/hubfs/AI-Generated%20Media/Images/An%20image%20of%20a%20person%20holding%20a%20term%20life%20insurance%20policy%20and%20looking%20at%20a%20permanent%20coverage%20policy%2c%20surrounded%20by%20financial%20planning%20documents-1.jpeg?height=200&name=An%20image%20of%20a%20person%20holding%20a%20term%20life%20insurance%20policy%20and%20looking%20at%20a%20permanent%20coverage%20policy%2c%20surrounded%20by%20financial%20planning%20documents-1.jpeg) ](https://blog.itrustllc.com/converting-term-life-insurance-to-permanent-coverage-a-smart-move) #### [Converting Term Life Insurance to Permanent Coverage - a Smart Move?](https://blog.itrustllc.com/converting-term-life-insurance-to-permanent-coverage-a-smart-move) ![Picture of https://45971629.fs1.hubspotusercontent-na1.net/hubfs/45971629/AI-Generated%20Media/Images/A%20strong%20professional%20looking%20team%20of%20professionals%20who%20know%20numbers.jpeg](https://itrustllc.com/hs-fs/hubfs/AI-Generated%20Media/Images/A%20strong%20professional%20looking%20team%20of%20professionals%20who%20know%20numbers.jpeg?width=30&name=A%20strong%20professional%20looking%20team%20of%20professionals%20who%20know%20numbers.jpeg) [iTrust Advanced Planning Partners ](https://blog.itrustllc.com/author/itrust-advanced-planning-partners) August 22, 2024 Less than 1% of term insurance ever pays a claim! Converting term insurance is ... [![ iTrust Blogs](https://itrustllc.com/hs-fs/hubfs/AI-Generated%20Media/Images/An%20intricate%20web%20of%20financial%20and%20estate%20planning%20strategies%20intertwining%20in%20a%20delicate%20balance%2c%20aimed%20at%20securing%20a%20lasting%20legacy%20for%20future%20generat.jpeg?height=200&name=An%20intricate%20web%20of%20financial%20and%20estate%20planning%20strategies%20intertwining%20in%20a%20delicate%20balance%2c%20aimed%20at%20securing%20a%20lasting%20legacy%20for%20future%20generat.jpeg) ](https://blog.itrustllc.com/irrevocable-life-insurance-trusts-an-alternative-for-flexibility) #### [Irrevocable Life Insurance Trusts: An Alternative for Flexibility?](https://blog.itrustllc.com/irrevocable-life-insurance-trusts-an-alternative-for-flexibility) ![Picture of https://45971629.fs1.hubspotusercontent-na1.net/hubfs/45971629/AI-Generated%20Media/Images/A%20strong%20professional%20looking%20team%20of%20professionals%20who%20know%20numbers.jpeg](https://itrustllc.com/hs-fs/hubfs/AI-Generated%20Media/Images/A%20strong%20professional%20looking%20team%20of%20professionals%20who%20know%20numbers.jpeg?width=30&name=A%20strong%20professional%20looking%20team%20of%20professionals%20who%20know%20numbers.jpeg) [iTrust Advanced Planning Partners ](https://blog.itrustllc.com/author/itrust-advanced-planning-partners) August 22, 2024 Irrevocable trusts have long been core for estate tax reduction. We review ... ![](https://itrustllc.com/hubfs/iTrust/images/colored-icon.svg) Tools ## iTrust Forms, Fact Finders, & Client Calculators #### Heading 1 with a request body that specifies how to map the columns of your import file to the associated CRM properties in HubSpot.... In the request JSON, define the import file details, including mapping the spreadsheet's columns to HubSpot data. Your request JSON should include the following fields:... entry for each column. ![Authorization to Obtain & Disclose](https://45971629.fs1.hubspotusercontent-na1.net/hubfs/45971629/iTrust/images/pdf-icon.6e6cd01e%201.svg) ##### iTrust Advisors Authorization to Obtain & Disclose [Locked](https://itrustllc.com/productivity-suite#lock-popup-1) ![blue-lock](https://45971629.fs1.hubspotusercontent-na1.net/hubfs/45971629/iTrust/images/blue-lock.svg) iTrust Advisors provides access to a multitude of tools and guides tailored to meet your Estate, Business, and Retirement planning needs. This includes fact finders, excel calculators, fillable presentations, and quoting engines covering a wide range of topics. [ Login to iTrust Portal ](https://itrustllc.com/?redirectto=https://itrustllc.com/productivity-suite) ![Preliminary Inquiry](https://45971629.fs1.hubspotusercontent-na1.net/hubfs/45971629/iTrust/images/pdf-icon.6e6cd01e%201.svg) ##### iTrust Advisors Preliminary Inquiry [Locked](https://itrustllc.com/productivity-suite#lock-popup-2) ![blue-lock](https://45971629.fs1.hubspotusercontent-na1.net/hubfs/45971629/iTrust/images/blue-lock.svg) iTrust Advisors provides access to a multitude of tools and guides tailored to meet your Estate, Business, and Retirement planning needs. This includes fact finders, excel calculators, fillable presentations, and quoting engines covering a wide range of topics. [ Login to iTrust Portal ](https://itrustllc.com/?redirectto=https://itrustllc.com/productivity-suite) ![Illustration Request](https://45971629.fs1.hubspotusercontent-na1.net/hubfs/45971629/iTrust/images/pdf-icon.6e6cd01e%201.svg) ##### iTrust Life Illustration Request [Locked](https://itrustllc.com/productivity-suite#lock-popup-3) ![blue-lock](https://45971629.fs1.hubspotusercontent-na1.net/hubfs/45971629/iTrust/images/blue-lock.svg) iTrust Advisors provides access to a multitude of tools and guides tailored to meet your Estate, Business, and Retirement planning needs. This includes fact finders, excel calculators, fillable presentations, and quoting engines covering a wide range of topics. [ Login to iTrust Portal ](https://itrustllc.com/?redirectto=https://itrustllc.com/productivity-suite) ![PDF of iTrust DI Quote Request form.](https://45971629.fs1.hubspotusercontent-na1.net/hubfs/45971629/iTrust/images/pdf-icon.6e6cd01e%201.svg) ##### iTrust DI Quote Request [Locked](https://itrustllc.com/productivity-suite#lock-popup-4) ![](https://45971629.fs1.hubspotusercontent-na1.net/hubfs/45971629/iTrust/images/blue-lock.svg) iTrust Advisors provides access to a multitude of tools and guides tailored to meet your Estate, Business, and Retirement planning needs. This includes fact finders, excel calculators, fillable presentations, and quoting engines covering a wide range of topics. [ Login to iTrust Portal ](https://itrustllc.com/?redirectto=https://itrustllc.com/productivity-suite) ![SPIA Quote Request](https://45971629.fs1.hubspotusercontent-na1.net/hubfs/45971629/iTrust/images/pdf-icon.6e6cd01e%201.svg) ##### iTrust SPIA Quote Request [Locked](https://itrustllc.com/productivity-suite#lock-popup-5) ![blue-lock](https://45971629.fs1.hubspotusercontent-na1.net/hubfs/45971629/iTrust/images/blue-lock.svg) iTrust Advisors provides access to a multitude of tools and guides tailored to meet your Estate, Business, and Retirement planning needs. This includes fact finders, excel calculators, fillable presentations, and quoting engines covering a wide range of topics. [ Login to iTrust Portal ](https://itrustllc.com/?redirectto=https://itrustllc.com/productivity-suite) ![DI Quote Request](https://45971629.fs1.hubspotusercontent-na1.net/hubfs/45971629/iTrust/images/pdf-icon.6e6cd01e%201.svg) ##### iTrust LTC DI Quote Request [Locked](https://itrustllc.com/productivity-suite#lock-popup-6) ![blue-lock](https://45971629.fs1.hubspotusercontent-na1.net/hubfs/45971629/iTrust/images/blue-lock.svg) iTrust Advisors provides access to a multitude of tools and guides tailored to meet your Estate, Business, and Retirement planning needs. This includes fact finders, excel calculators, fillable presentations, and quoting engines covering a wide range of topics. [ Login to iTrust Portal ](https://itrustllc.com/?redirectto=https://itrustllc.com/productivity-suite) ## Additional Resources ![blue-lock](https://45971629.fs1.hubspotusercontent-na1.net/hubfs/45971629/iTrust/images/blue-lock.svg) iTrust Advisors provides access to a multitude of tools and guides tailored to meet your Estate, Business, and Retirement planning needs. These include **Life Product Selection Resources**, **Life Rider Selection Resources**, **Asset-Based LTC Product Selection Resources** and **Underwriting Cheat Sheets**, **Underwriting Build Charts**, and **Field Underwriting Guides**. [ Login to the iTrust Portal to access ](https://portal.itrustllc.com?redirectto=https://itrustllc.com/productivity-suite) ## Efficiency at Your Fingertips... [![Portal Login CTA](https://itrustllc.com/hs-fs/hubfs/Portal%20Login%20CTA.png?width=1000&height=597&name=Portal%20Login%20CTA.png)](https://portal.itrustllc.com/?redirectto=https://itrustllc.com/productivity-suite)   ## Efficiency at Your Fingertips... [![Portal Login CTA](https://itrustllc.com/hs-fs/hubfs/Portal%20Login%20CTA.png?width=1000&height=597&name=Portal%20Login%20CTA.png)](https://portal.itrustllc.com/?redirectto=https://blog.itrustllc.com/productivity-suite)   ### Contact us today to learn more about how we can help you thrive! [ Contact Us ](https://itrustllc.com/contact-us) #### Heading 1 with a request body that specifies how to map the columns of your import file to the associated CRM properties in HubSpot.... In the request JSON, define the import file details, including mapping the spreadsheet's columns to HubSpot data. Your request JSON should include the following fields:... entry for each column. ![blue-lock](https://45971629.fs1.hubspotusercontent-na1.net/hubfs/45971629/iTrust/images/blue-lock.svg) iTrust Advisors provides access to a multitude of tools and guides tailored to meet your Estate, Business, and Retirement planning needs. This includes fact finders, excel calculators, fillable presentations, and quoting engines covering a wide range of topics. [ Login to iTrust Portal ](https://portal.itrustllc.com/?redirectto=https://itrustllc.com/productivity-suite) [![Group 1000005175](https://itrustllc.com/hubfs/iTrust/images/Group%201000005175.svg) ](https://itrustllc.com/) Through advancing technologies and individualized consultation, iTrust Advisors fosters meaningful personal connections to better serve your clients within the financial services industries. Personal Interaction. Productive Conversation. Professional Advancement. 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