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.
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Latest Posts
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 [...]
Trustee Alert: Managing Guaranteed Universal Life Policies
Guaranteed universal life takes the market risk out of life insurance, but it adds additional risks that sit squarely with the TOLI trustee. For all GUL policies you take in, you should understand all of the policy nuances
Take the TOLI Challenge: Can you answer this?
What is most important when determining the liability of a trustee’s actions? Over the years, we have noticed that the knowledge of TOLI trustees varies from trust company to trust [...]
Ever Heard of a Life Insurance Carrier Giving $200,000+ in Premium Back? No? Now You Have
In the almost 15 years we have been managing life insurance policies, we have never encountered a situation where a life insurance carrier volunteered to give back money. Oh, [...]