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
Trustee Alert: Don’t Be a Casualty of the Life Insurance Illustration War
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 year – for a product [...]
Informing Grantors About Their Policy Makes Good Business Sense
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 this number is probably low. [...]
Business Continuity – Unique Asset Management Reality Check
Millions of businesses worldwide have drafted or purchased business continuity plans, some have even practiced or simulated implementation of said plans, but few ever dreamed a worldwide pandemic would force [...]
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 [...]
Life Settlements – A Growing Trend for ILITs
We hear it all the time from ILIT Trustees and Grantors - that a life insurance policy taken out years ago for estate planning purposes is no longer needed. [...]