Don't take our word for it -
Here is what three of our clients had to say
 
 "We have developed a strong partnership with ITM to better facilitate the administration of life insurance trusts from a fiduciary capacity. ITM's various services and expertise have provided our clients with proactive and comprehensive account management techniques to better implement their estate planning goals."
Megan C. Warman, J.D.
Park National Bank

 

 "Insurance Trust Monitor has been an excellent resource for Renasant Bank in the administration of Irrevocable Life Insurance Trusts. The staff at ITM provides prompt and courteous service and displays a high level of knowledge regarding life insurance products and trust documentation. ITM has allowed our department to become more efficient in the operation and administration of Life Insurance Trusts and has increased revenue as a result of the partnership. The staff goes above and beyond what is expected to ensure all matters are resolved quickly and liability is minimized as much as possible."
John Temple
Renasant Bank





 "ITM has been providing our firm with policy review and management services for almost 5 years.  In addition to the basic monitoring and tracking of premium payments and Crummey notices, they provide well-documented independent annual policy reviews required for regulatory compliance purposes.  Where we really appreciate the partnership is when we've run into the thornier issues of inadequate funding and non-competitive policies.  I would highly recommend the ITM team for their thorough understanding of policy
funding, components, features and characteristics."
Michael E. Roberts
Reliance Trust Company of Delaware

 

Contact Us Today 

Find out just how easy it is to get started with ITM

 

 

 

Leon Wessels

Managing Director:

Marketing / Sales

 

 

  
Website:
 
Email:
 
Phone:
866-384-2766
 
Fax:
319-277-3708
 

Insurance Trust Monitor   
(866) 384-2766

 809 W. 1st Street, Suite B
Cedar Falls, IA 50613
 
Leon Wessels
Managing Director: Marketing/Sales

 

[email protected]     |     http://www.youritm.com