Be assured your trust will perform as intended

Perhaps your financial and/or legal advisors have advised you to set up an Irrevocable Life Insurance Trust - which will require Trustee designation. Whether you choose a family member, individual or corporate trustee, ITM will help assist the trustee with:
  • Easy to understand performance reports on the policies
  • Information and financial standing of the insurance carriers involved
  • Comparables of the current policy to today’s marketplace offerings
  • Day-to-day trust administration
  • Reminder letters for premium payments
  • Crummey letter to the beneficiaries
  • Collecting and paying insurance premiums
  • Documentation management