Helping you keep track of the TOLI's you set up

Whether to monitor the policy's performance, recommend additional services, a strong client/advisor relationship is imperative.  Services provided by ITM will help build strong relationships with your client, the trustee, grantor, and beneficiaries.  Using the policy reviews and the many individual policy reports allows you to improve client satisfaction and protect yourself from outside influence and competition.  ITM services will provide:
  • Assurance the trust is being monitored so that it can perform as intended
  • Trust documentation in case of future audits
  • Adherence to the terms of the trust
  • Day-to-day administrative needs
  • Proceeds when needed
  • Peace of mind for you, the grantor and the trustee