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
3 Trends in Corporate ILIT Administration That You Should Be Aware Of
There are three continuing trends with respect to TOLI management in the corporate fiduciary space. If you find yourself managing or overseeing TOLI at a bank or trust company, [...]
TOLI Trustee Alert: Managing Variable Universal Life Policies Comes with Specific Challenges
Variable universal life (VUL) policies, whose sales took a nosedive after the 2007-09 market crash, have had a resurgence. In 2018 sales jumped, with annualized premiums from new VUL sales [...]
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) [...]
Upcoming Webinar October 6th: Life Insurance Trusts – An Insider’s Guide to Minimizing Liability and Maximizing Client Value
Put on by the Trusts & Estates CLE Webinar Series - Sponsored by Life Insurance Trust Company Leon Wessels - Life Insurance Trust Company, John Barkhurst - [...]