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.

 

Trustees

   

Attorneys

   

Insurance
 Professionals

   

Grantors

With our extensive experience dealing with life insurance, risk management and trust administration, ITM provides the trustee a new level of trust monitoring and administration. ITM provides a service for you to utilize or recommend to your clients and gives you the assurance the trust is being monitored effectively while greatly reducing your fiduciary risk. Services provided by ITM will help you track the TOLI’s you’ve set up while helping you build stong relationships with your clients. Whether you choose a family member, individual or corporate trustee, ITM will help assist the designated trustee with everything needed to assure your trust will perform as intended.

Controlling the Process - Not the Outcome

I had the pleasure last week of taking part in the Leadership Workshop for Life Insurance Stewards at The Hotel Thayer at West Point, NY. The event, organized by Don Trone (www.3ethos.com), brought together a number of professionals from the legal, financial planning and insurance world to review and edit the first draft of Best Practices Standards for Life Insurance Stewards. The vast majority of the work behind the document was done by others prior.....Read more......

Our clients are talking.....

"Talk about being able to sleep at night!!!!  I cannot tell you how grateful I am for your cogent explanation of where we stand with respect to the current viability of the 2nd to die policy on my sister-in-law's life.

Your verbal explanation highlighting the written review sent on January 29, 2013, touched all bases with clarity, making it possible for all of us to comfortably and in short order arrive at a mutual final decision to continue paying no premia out of pocket for the time being, with the caveat that, on an annual basis, we keep a close eye on dividends and performance. 

Having an independent review is reassuring to all."


Patty C.
Maryland