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.

Rafert vs Meyer - Required Reading ....

It is not often that you run across a Trust Owned Life Insurance (TOLI) case in the courts. Most disputes around life insurance trusts are settled on the down-low, with a check changing hands and little publicity. That is the point. We do have the Cochran case, which provided those of us who manage these assets with some guidance, but most admit the court set the bar pretty low in that instance. Now, we have Rafert v. Meyer, a case whose lower court decision seems to set the bar so low ..... 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