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
TOLI Trustee Alert: Life Settlements – When Should You Sell a TOLI Policy?
Updated 1/16/2020, originally posted 10/12/2018 It is estimated that over 100 billion dollars in life insurance benefits are surrendered each year by older aged citizens in the US. (1) Unfortunately, [...]
Choosing the Best Permanent Life Insurance Policy
Updated 1/7/2020, Originally posted 10/05/2018 Because we have managed life insurance for over a decade our clients will sometimes inquire about the best permanent life insurance policy to buy. Our [...]
The TOLI Handbook – Chapter 15: Understanding Life Expectancy Reports
Updated 11/20/19 Originally posted 8/15/19 We recently wrote about remediation and the challenges that TOLI trustees have when managing a policy. Remediation is not just developing the best options for [...]
Remediation, the Weak Link for Trustees – The TOLI Handbook: Chapter 16
Updated 11/13/19 Originally posted 8/8/18 A TOLI trustee we work with received a request from a grantor tired of gifting to pay premiums on his portfolio of whole life policies. [...]