ITM was created in 2005 by the same two individuals who created and continue to manage and operate what is known today as InsuranceIQTM. InsuranceIQ is an operations and technology company providing policy reviews, ILIT administration, and risk management systems to hundreds of corporate trustees.
The founders of ITM realized that nearly 80% of the TOLI marketplace was represented by individual trustees. They sought to create a company that would provide institutional quality oversight and management of insurance trusts to the “individual trustee”.
In 2008 ITM expanded its services to include third-party administration (TPA) services to corporate trustees. As of 2011 ITM proudly provides policy review & trust administration services for 2,500 insurance trusts.