ITM TwentyFirst is a dedicated team of independent life insurance servicing professionals. We have the data, tools, team, and experience to help you navigate the complexities of life insurance and longevity risk.
ITM TWENTYFIRST BY NUMBERS
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$150+ BILLION POLICY FACE AMOUNT REVIEWED
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Over 25,000 POLICIES ADMINISTERED
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175+ MEMBERS ON OUR GROWING TEAM
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200+ INSTITUTIONAL CLIENTS SERVED
Latest Posts
Two Current Life Insurance Sales Trends Highlight Reasons TOLI Trustees Must Be Extra Vigilant Now
According to information gathered on life insurance sales, two distinct trends are clear. Overall, life insurance sales are mostly flat – up less than 0.5%. (1) However, sales are up [...]
Join ITM TwentyFirst for a Week-Long Education Course on Unique and Hard to Value Assets
We at ITM TwentyFirst have always been very proactive about continuing education. Just like many other industries, the unique and hard to value asset industry is always changing and filled [...]
TOLI Trustee Alert: Oops, the Policy Lapsed…Now What?
The most common fear for a life insurance trustee is that somehow the ball is dropped and the policy in their care lapses. After all, a trust-owned life insurance (TOLI) [...]
TOLI Trustee Alert: Update on Transamerica COI Settlement
In October of last year, we reported on a settlement in the case against Transamerica for a cost of insurance (COI) increase, which raised the carrying costs on a group [...]