Introducing Life Insurance Trust Company – A Special Session
Leon Wessels, Director of Business Development, Life Insurance Trust Company
As pioneers in the irrevocable life insurance trust and policy management space, ITM TwentyFirst has been a leader, first by creating a web based system to help trustees manage life insurance trusts, establish efficiencies, and track policy performance and then when clients asked for additional administration and remediation services, responding with our Managed Solution, the industry’s first total outsourcing of TOLI trust administration and policy management.
To continue to fulfill the needs of our clients, ITM TwentyFirst Holding Company, established Life Insurance Trust Company, a South Dakota specialty trust company. With our trust charter in hand, we wanted to reach out to clients and prospects to explain the reasoning behind opening this trust company, and to show how this trust company will benefit current and future clients.
This session will not carry any continuing education credit, but you will want to carve out an hour of your time to hear from industry leaders on the next phase in the TOLI industry, Life Insurance Trust Company, the first trust company dedicated to the management of life insurance trusts.
If you are a TOLI trustee or if you work in the estate planning market as an attorney, CPA, or an advisor, this session will alert you to the benefits your clients can receive.
Session Handbook: Download