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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175+ MEMBERS ON OUR GROWING TEAM
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200+ INSTITUTIONAL CLIENTS SERVED
Latest Posts
TOLI Trustee Alert: Life Settlements – When Should You Sell a TOLI Policy?
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, the typical senior probably does [...]
Choosing the Best Permanent Life Insurance Policy
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 answer – always – is [...]
The TOLI Handbook – Chapter 15: Understanding Life Expectancy Reports
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 an under performing policy, increasingly [...]
Remediation, the Weak Link for Trustees – The TOLI Handbook: Chapter 16
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. His agent suggested that the [...]