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
Carrier Offers Life Policy Buyback – Another Trustee Decision Dilemma
A couple of years ago, Lincoln National was offering some policy holders the opportunity to receive an “Enhanced Cash Surrender Value” if they surrendered their life insurance policies within a [...]
Shared Characteristics of Long-Term Care and Life Insurance Cost Increases
Sally Wylie, a retiree living on an island in Maine, was stunned when her long-term care (LTC) policy premium almost doubled. According to the Wall Street Journal article that recounted [...]
Closely Held Business Valuations and the Will File Platform
On August 1st of this year, RIC joined the Longevity Holdings family of companies. RIC is a leading provider of fiduciary risk management solutions for institutional trustees and wealth management [...]
Prudently Managing ILITs – It Is More Than Just Tracking a Policy
When we first ventured into the trust-owned life insurance (TOLI) servicing business, our lead product was a policy tracking and trust administration system - later called InsuranceIQ, and it was [...]