ITM|TwentyFirst is comprised of a team of independent life insurance experts. Our purpose is to empower life insurance policy owners to make informed decisions and realize the full value of life insurance assets. We serve professional trustees (including banks and trust companies, law firms and CPAs), wealth advisors and family offices, universities and foundations, and life settlement investors. ITM|TwentyFirst was formed by the combination of three companies (ITM, IIQ and TwentyFirst) with over 35 years of collective experience providing insurance services.
ITM|TwentyFirst provides all the services a trustee needs to administer and manage life insurance policies.
By partnering with us, clients save money, reduce legal and regulatory risk and ensure that grantors and beneficiaries are covered.
ITM|TwentyFirst has provided life insurance services for almost 20 years. Our team includes trust administrators, insurance experts, trust attorneys, actuaries, and medical underwriters.
A multi-layered approach is used to protect key client information, and to meet the growing demands of data security. ITM|TwentyFirst obtains an independent third party validation of our system and practices as part of an annual SSAE-16 SOC 2 audit.
Independent & Objective
ITM|TwentyFirst does not engage in the sale of life insurance or endorse any life insurance carrier or product; a vital element which allows for the delivery of truly unbiased services.
Our 200+ clients are satisfied with their experiences with ITM|TwentyFirst; ask us for a list of references so you can hear directly from them.
What We Do
Our services range from annual policy reviews, to cloud-based life insurance trust administration software (InsuranceIQ), to a fully managed solution. Below is a sampling of the services we provide:
- Premium & Crummey Notices
- Trust Management Reporting
- Annual Policy Review
Policy Review Features
- Policy Coverage Risk
- Current Longevity Analysis
- Carrier Strength
- Policy Return Efficiency
Get To Know Us
The ITM|TwentyFirst team manages over 25,000 policies, and we have analyzed over $100 billion in face amount of in-force life insurance policies.ITM|TwentyFirst is not affiliated with any insurance company and we do not sell insurance. Thus, we are independent and conflict-free.
Many of the world’s leading financial service companies turn to ITM|TwentyFirst for independent life insurance analysis.
Get to know us by visiting itm-twentyfirst.com or call 612.371.3008 to schedule a consultation.