CASE STUDIES & WHITEPAPERS

Real-life examples of how ITM’s tolimonitor, valumonitor, and wilmonitor solutions help financial intuitions provide better service to their clients and meet their fiduciary duties.

CASE STUDIES

Recovering-Premium-Case-Study

ITM HELPS RECOVER $400,000 IN PREMIUMS

How ITM’s remediation team stepped in to help the insured recover excess premium payments due to carrier oversight.

ITM onboarding policy review saves $4M benefit

ONBOARDING POLICY REVIEW SAVES $4M

A routine onboarding review for a new tolimonitor by ITM client caught an error that saved the policy’s $4M death benefit.

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WHITE PAPERS

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JOIN OUR UPCOMING WEBINAR WITH LITCO!

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.