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
Informing Grantors About Their Policy Makes Good Business Sense
Updated 2/19/2020 Originally posted 12/11/2018 An online survey about life insurance found that 33% of life insurance policy owners do not understand how their policy works. (1) I suspect that [...]
Minnesota Life to Raise Cost of Insurance on All Adjustable Life Policies
At ITM TwentyFirst, it is our goal to keep our clients informed of industry wide news that may affect how life insurance assets are managed. This week we became [...]
Trustee Alert: Don’t Be a Casualty of the Life Insurance Illustration War
Updated 2/5/2020, Originally posted 11/29/18 In the 1980s when current assumption universal life (CAUL) hit the market, sales illustrations were created showing cash value returns of 10% and more every [...]
TOLI Trustee Alert: The Taxation of a Life Settlement Policy Sale
Updated 1/29/2020, originally posted 10/26/18 In our last two blogs, we discussed when and how to sell a life insurance policy. In this blog entry, we want to talk [...]