Comprehensive & Expert Insurance Trust Services

Our board of directors and senior management team has an extensive background dealing with various forms of life insurance, risk management, and trust administration. Whether you request a single policy review or need complete trust administration or remediation services, ITM offers a number of different solution packages that include:
  • Gift and Crummey Notices
  • Insurance Premium Payments
  • Policy Performance Tracking
  • Track Hanging Powers
  • Recordkeeping
  • Suitability Review
  • Individual Policy Review
  • Policy Portfolio Review
  • Policy Pre-Acceptance Review
  • Trust Document Review
  • Policy Remediation
  • Disclosure Statements
  • Telephone Briefing