We provide your team with highly-qualified experts in Trust Owned Life Insurance, closely held business valuations, and will file tracking solutions.
We are an independent risk management and technology company that is dedicated to the fiduciary industry. We have the specialized expertise required to manage and administer Trust Owned Life Insurance, Annuities, and Variable Invested Assets. We also offer solutions for will file tracking and have an accredited staff that performs valuation services for closely held businesses held in fiduciary and IRA accounts. Partnering with over 300 Bank and Trust Companies, ITM is a nation-leading partner for trustees.
Our trust owned life insurance and other specialty asset solutions provide a complete and unique service that changes the way trustees manage life insurance.
We have no affiliation with any insurance carrier and we do not sell insurance. As a result, our advice and solutions are objective and conflict-free.
Our team of specialty asset experts have the necessary experience and knowledge in these complex fields so your team can focus on other initiatives.
A secure, web-based solution to help you maintain effective communications with will and unfunded trust clients.
A comprehensive solution that mitigates risk, reduces the cost of administering trusts, managing policies, and meets the needs of grantors and beneficiaries.
Provides business owners, financial professionals, bank trust departments, fiduciaries, CPAs, and lawyers with independent business valuations from a qualified staff.
Stay up to date on industry news, best practices, and ITM solutions for trust owned life insurance, will file tracking, and business valuations. Subscribe to our blog to get bi-weekly emails when new posts are published.
Privately held businesses form the backbone of many families’ wealth and legacy, often representing significant personal, financial, and emotional value. When these businesses are held within trusts, accurately determining their worth becomes crucial audit, tax, financial, and legal reasons.
In this webinar, our business valuations experts will join our affiliate LITCO to help attendees gain a better understanding of when and why a trustee should seek out a privately held business valuation.
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