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
COVID-19 Update: Life Settlements Excess Mortality Declines
This post updates our previous analysis which estimated a COVID-19 net mortality risk factor for the life settlements population between 6x and 12x. Since then, we have seen a [...]
Upcoming Webinar August 19th – Paying Caregivers and Employees from a Trust: Staying Out of Hot Water
Paying Caregivers and Employees from a Trust: Staying Out of Hot Water Presenters: Rachel Green and Cheryl Severson, TEAM Risk Management Strategies LLC If you encounter clients who have [...]
Professional Designations: Training Your Staff Helps Your Team and Your Firm
Over the years, we at ITM TwentyFirst have been leaders in peer education. The TOLI Handbook, a free download available here as a PDF, provides industry peers with a single [...]
Take the TOLI Challenge: Only Permanent Life Insurance Policies Can Be Sold, True or False?
Updated 6/29/2020, originally posted 4/19 Previously, we started the TOLI Challenge with the question: What is most important when determining the liability of a trustee’s actions? Click here for that [...]