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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
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