We are a nation-leading provider of fiduciary risk management solutions and a team of independent life insurance servicing professionals. We serve professional trustees including banks and trust companies, law firms, and CPAs, as well as wealth advisors, and family offices.
A secure, web-based solution to help you maintain effective communications with will and unfunded trust clients.
A comprehensive solution that reduces the cost and risk of administering trusts and managing policies, while delivering superior results for grantors and beneficiaries.
Provides business owners, financial professionals, bank trust departments, fiduciaries, CPAs, and lawyers with independent business valuations from qualified appraisers.
At Insurance Trust Monitor, we provide the only turnkey solution for managing Irrevocable Life Insurance Trusts in the industry.
We partner with over 300 banks, trust companies, insurance companies, professional trustees, wealth advisors, family offices, and attorneys to provide industry-leading risk management solutions.
To learn how you can mitigate your liability, meet your fiduciary duty and provide a value-added service to your clients with ITM, sign up for our email newsletter or send us an email today.
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