OBJECTIVES

Specialized, Independent, Comprehensive

Specialized

Complete ILIT administration is what we do. We are made up of experienced insurance, trust, legal and tax professionals with over 150 years of experience in the industry. We are SSAE 16 certified and maintain complete liability protection for our clients. You can be confident that your trusts are being managed and administered with expertise and that you are shielded from the risk and exposure inherent with ILITs.

Independent

Unlike our competitors, ITM is completely independent and privately owned. ITM provides a totally objective and unbiased service, with no ties to insurance carriers or products. We have no hidden agenda such as selling insurance or investment management. With confidentiality as a priority, ITM will keep you informed about the status of your trusts and provide objective reports and recommendations from our team of highly qualified professionals.

Comprehensive

Designed for corporate and individual trustees, ITM offers a full array of services – from a single policy review to a complete back office partnership which eliminates the burden of ILIT administration and fiduciary risk for you. Our comprehensive services allow you to focus on growing your business and strengthening the relationship with your clients, while giving you an accurate picture of your business' bottom line.