Insurance Trust Monitor Expands
Company Grows as Demand for Services Increases

Due to the complexity of today's life insurance policies and the fiduciary risk involved with managing & administering trusts, Insurance Trust Monitor, Inc. (ITM) has expanded its staff to keep up with an increased demand for trust administration and risk mitigation services. Insurance Trust Monitor, located in Cedar Falls, IA provides a complete solution to corporate trustees nationwide, responsible for managing trust own life insurance policies.

 

Jon Wessels, President of ITM states, "We have promoted one of our key employees to a leadership position and hired three new members to help expand our team of professionals and the services being offered to our clients. It seems every week we are approached by a Trust Owned Life Insurance (TOLI) trustee who is considering outsourcing their TOLI administration.   We are structuring our business model for a foreseeable doubling of our business in the next 18 months. These are our first steps." 


      
Jason Hassman
Team Leader

Hassman is responsible for the development and management of a team of ITM professionals who provide Trust Administration and risk mitigation services to our clients. Hassman joined the ITM team in 2011 as a Trust Administrator and holds his insurance license as well as FINRA Series 6 and 63 certifications. Hassman holds a bachelor's degree in business management with an emphasis in marketing.


   
John Barkhurst
Remediation Specialist

Barkhurst, is a Remediation Specialist, responsible for providing in-depth policy analysis. He rejoins the team after a 3 year absence and holds his insurance license, bachelor's degree in business administration with an emphasis in management as well as a Masters degree in sport administration.


  
Jeanie Hall
Trust Administrator

Hall is responsible for general administration and oversight of the life insurance trust accounts. Hall joins the team with over 13 years of experience in the financial and accounting industry.


  
Jessica Buseman
Administrative Assistant

As Administrative Assistant, Buseman holds an Office Assistant certificate and comes to ITM with over 6 years office experience. 
Insurance Trust Monitor, Inc.
809 W. 1st St., Suite B, Cedar Falls, IA 50613
 
866.384.2766 Phone

Call today to find out how easy it is to get started outsourcing your TOLI's.