Reduce Risk & Improve Client Relationships

Keeping track of an ILIT, executing, monitoring, and documenting all lifetime activities requires substantial administrative attention and time. In addition, the increased complexity of today’s life insurance policies and challenging economic times is causing many fiduciaries to experience an escalating number of policy failures, some of which have spawned painful litigation brought against them by their own clients or the trust beneficiaries. Insurance Trust Monitor's comprehensive suite of administrative and risk mitigation solutions ease the burden of ILIT administration so you can focus on those client relationships and other services that help make your business a success. We understand and respect your client relationships and know our job is to administer, monitor and review the performance of the trust and its policies.