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
Take the TOLI Challenge: In a Permanent Life Insurance Policy, the Cost of the Policy is Equal to the Premium – Yes or No?
The answer is an emphatic NO. Some permanent life insurance policies, specifically guaranteed universal life (GUL) and Whole Life (WL), have required premiums, though WL out of pocket premiums can [...]
Court Case Shows the Potential Liability for an Advisor, Attorney or CPA Acting as Administrator (or Trustee) of a Life Insurance Trust
Twenty-one years ago, Charles Hunter Montgomery set up a life insurance trust naming his daughter, Kimberly, as trustee. He was guided on the purchase by his longtime advisors at a [...]
Take the TOLI Challenge: Can You Answer This?
What steps should you take if a grantor says they want to surrender their policy? In the decade-plus that we have been managing life insurance for TOLI trustees, we 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 [...]