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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Latest Posts
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 [...]
Take the TOLI Challenge: In a Permanent Life Insurance Policy, the Cost of the Policy is Equal to the Premium – Yes or No?
The answer is an emphatic NO. Some permanent life insurance policies, specifically guaranteed universal life (GUL) and Whole Life (WL), have required premiums, though WL out of pocket premiums can [...]
Court Case Shows the Potential Liability for an Advisor, Attorney or CPA Acting as Administrator (or Trustee) of a Life Insurance Trust
Twenty-one years ago, Charles Hunter Montgomery set up a life insurance trust naming his daughter, Kimberly, as trustee. He was guided on the purchase by his longtime advisors at a [...]