Insurance Trust Monitor

Insurance Trust Monitor is your complete turnkey solution to help you manage the complexities of Irrevocable Life Insurance Trusts. Considered the industry’s premier ILIT administration and risk mitigation service, ITM offers a full array of solutions to corporate and individual trustees --- from a single policy review to a complete back office partnership that eases the burden of ILIT administration and fiduciary risk.

Recent publication worth noting:  The OCC Comptroller Handbook - Asset Management - Unique and hard to Value Assets - August 2012 states:
"Bank fiduciaries are responsible for protecting and managing the life insurance policy for the benefit of the beneficiaries or the life of the grantor. A bank fiduciary must understand each life insurance policy that the trust accepts or purchases, or the bank fiduciary must employ an advisor who is qualified, independent, objective, and not affiliated with an insurance company to prudently manage these assets."

Upcoming Webinars   Unique & Hard to Value Assets   Upcoming Shows    A Video Intro to ITM
     
Click to see the 2015 Educational Webinar Series schedule. Sign up now for as many as you would like to attend as these will fill up fast. A strategic partnership that brings you all the tools and services you need to administer and manage unique and hard to value assets as well as life insurance policies. 
Please stop by our booth at any of the upcoming shows. Let us show you how we can help your business, reduce your fiduciary risk and add a whole new level of value to your clients.  
You're a trustee for an ILIT - Now What? Whether you are an individual or corporate trustee, we have a turnkey solution that will help you manage the complexities of Irrevocable Life Insurance Trusts.

Max-Herve George vs Aviva...Quick Update

Recently, ITM posted a blog entitled, The Best Life Insurance Policy Ever . . . Unless Your Name is Aviva, which recounted the good fortune of Max-Hervé George, whose father had purchased a life insurance policy for him when he was a child. The policy guidelines effectively enabled a policy owner to manage the cash value in the policy by essentially backdating his investment decisions. The “crystal ball” policy was issued two decades ago by a company now owned by Aviva. ..... Read more>>  



Client Testimonial

"We have developed a strong partnership with ITM to better facilitate the administration of life insurance trusts from a fiduciary capacity. ITM's various services and expertise have provided our clients with proactive and comprehensive account management techniques to better implement their estate planning goals."

Megan C. Warman, J.D.
Park National Bank