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
Trustee Alert: Don’t Be a Casualty of the Life Insurance Illustration War
In the 1980s when current assumption universal life (CAUL) hit the market, sales illustrations were created showing cash value returns of 10% and more every year – for a product [...]
COVID-19 Update: Vaccines May Have Protected Life Settlement Lives in January
Executive Summary: The 3rd wave of the pandemic was the most widespread and deadly. Through 2020, we did not find evidence of protection on Life Settlement lives from [...]
TOLI Trustee Alert: The Taxation of a Life Settlement Policy Sale
In our last two blogs, we discussed when and how to sell a life insurance policy. In this blog entry, we want to talk about the taxation of a [...]
TOLI Trustee Alert: Life Settlements – How to Sell a Policy
In our last blog, we tackled the question of when to sell a life insurance policy. With past and potential future changes in the estate tax laws and the [...]