OVERVIEW
Why ITM ( Insurance Trust Monitor)

Keeping your Trusts On Track

Our one and only business is to provide personalized insurance trust administration services. Our business model is centered around three main goals:

  • Maximize value to the beneficiary
  • Minimize liability to the trustee
  • Enhance the advisory/client relationship

Using annual reviews, comprehensive reports and detailed processes, we handle the entire administration of the trust.  Focusing on minimizing fiduciary risks, we provide the necessary service and support to be certain all parties involved with the trust have the same understanding about every policy we administer.

Informational Literature

  ITM Brochure 
  TOLI Statistics 
  Risk vs Reward 
  Acceptance Guide