ITM TwentyFirst is comprised of a team of independent life insurance specialists who provide services to clients who own, serve as fiduciaries for, or otherwise have an interest in life insurance policies. Clients include professional trustees (including banks and trust companies, law firms and CPAs), wealth advisors and family offices, universities and foundations, and life settlement investors. Services provided include policy servicing, trust administartion and life expectancy estimates. The company was formed in 1998 (f/k/a 21st Services). In 2015, the company acquired all of the assets of the Insurance IQ division from Informa Investment Solutions Inc. and all of the stock of Insurance Trust Monitor, Inc. Following the acquisitions the company changed its name to ITM TwentyFirst. Mission:?Our purpose is to empower life insurance policy owners to make informed decisions and realize the full value of life insurance assets.
51 to 200 Employees
TypeCompany - Private
Revenue$25 to $50 million (USD)
IndustryFinancial Analytics & Research
Competitors?LexServ, AVS Group, RIC
Founded1998