In 2022, Longevity Holdings acquired RIC bringing together two great companies, ITM TwentyFirst and RIC, under one owner. ITM TwentyFirst’s trust administration team and RIC have been busy working together and investing in solutions to expand the client offering. We...
Closely held business valuations are a complex process. You must understand the nature of business and determine which valuation method is most appropriate. Clients that own an interest in a closely held business will have several different reasons for needing...
One trend our team sees with Trust Owned Life Insurance (TOLI) is that life insurance is getting harder to manage. While servicing over 25,000 TOLI life insurance policies for corporate trustees and law firms, we have noticed a considerable decline...
Closely held business valuations are a complex process. You must understand the nature of business and determine which valuation method is most appropriate. Clients that...
One trend our team sees with Trust Owned Life Insurance (TOLI) is that life insurance is getting harder to manage. While servicing over 25,000 TOLI...
Over the past two decades, the potential to achieve a higher rate of return has made variable life insurance an increasingly attractive option compared to...
Dividends are a return of premium when carrier results exceed a very conservative projection for investments, income, and expenses. Dividends are paid annually on participating...
In the 1980s when current assumption universal life (CAUL) hit the market, sales illustrations were created showing cash value returns of 10% and more every...
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In 2022, Longevity Holdings acquired RIC bringing together two great companies, ITM TwentyFirst and RIC, under one owner. ITM TwentyFirst’s trust administration team and RIC have been busy working together and investing in solutions to expand the client offering. We...
One trend our team sees with Trust Owned Life Insurance (TOLI) is that life insurance is getting harder to manage. While servicing over 25,000 TOLI...
Over the past two decades, the potential to achieve a higher rate of return has made variable life insurance an increasingly attractive option compared to...
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