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
$0
$150+ BILLION POLICY FACE AMOUNT REVIEWED
0
Over 25,000 POLICIES ADMINISTERED
0
175+ MEMBERS ON OUR GROWING TEAM
0
200+ INSTITUTIONAL CLIENTS SERVED
Latest Posts
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 [...]
Upcoming Webinar June 24th – Comparing the Discretionary, Delegated, and Directed Trustee’s Role and the Trust Protector
Directed Trusts are a growing reality as more states adopt the Uniform Directed Trust Act. Delegated trusts are as old as the UPIA, but are you really prepared to [...]
Trustee Alert: Managing Guaranteed Universal Life Policies
Updated 5/29/2020 Originally posted 3/19/19
Upcoming Webinar June 10th – A Trustee’s Guide to Life Settlements
Life settlements are confusing, at best. That confusion can make you uncomfortable. So much so that you allow a client to surrender or lapse a policy without exploring the [...]