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
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 [...]
All About Equity Index Universal Life (EIUL) – Part Three: Illustrating the Policy
In the last two posts, we explained the popularity of the equity index universal life policy, as well as the mechanics of the policy. While the policy is tied [...]