Key Highlights
- ITM specializes in maximizing the value of life insurance assets for policy owners, offering a unique service that combines expertise in insurance with financial strategy.
- The company's approach to empowering policy owners through informed decision-making and strategic insights is a key differentiator in the industry.
- ITM's focus on serving a diverse range of clients, including professional trustees, wealth advisors, and educational institutions, highlights its versatility and broad impact.
- As a privately held company with a strong foundation since 1998, ITM demonstrates stability and a commitment to long-term excellence in the life insurance sector.
- ITM's team of 94 professionals, based in Minneapolis, Minnesota, brings a wealth of expertise and a personalized approach to each client, ensuring tailored solutions that meet specific needs.
About ITM
ITM is a team of independent life insurance experts based in Minneapolis, Minnesota, founded in 1998. They empower life insurance policy owners to make informed decisions and realize the full value of their life insurance assets. Serving professional trustees, wealth advisors, family offices, and educational institutions, ITM provides specialized services to maximize the benefits of life insurance policies. Their expertise is pivotal for those managing or advising on life insurance assets.
ITM's mission revolves around enhancing the value of life insurance assets for policy owners. They focus on delivering expert advice and strategic insights to trustees, wealth advisors, and family offices, ensuring that life insurance policies are utilized to their maximum potential. This approach not only benefits policy owners but also supports the broader financial planning and asset management strategies of their clients.
Operating as a privately held company, ITM has built a reputation for its deep expertise in life insurance asset management. Their team of 94 professionals brings a wealth of knowledge and experience to the table, making them a trusted partner for organizations looking to optimize their life insurance assets. ITM's commitment to excellence and innovation in the life insurance sector sets them apart as a leader in their field.
Why Contact ITM?
B2B professionals would contact ITM for its unparalleled expertise in life insurance asset management, offering strategic insights and personalized services to maximize the value of life insurance policies. ITM's deep industry knowledge and commitment to excellence make it an ideal partner for wealth advisors and trustees seeking to optimize their clients' financial assets.
Who Should Contact ITM for Business?
Sales teams targeting wealth management firms, professional trustees, and financial advisors should reach out to ITM. Recruiters seeking experienced life insurance professionals and partners offering specialized asset management services will also find ITM a valuable connection.
Categories
- Life Insurance
- Asset Management
- Financial Advisory
- Trust Services
- Wealth Advisors
- Policy Optimization
- Insurance Expertise
- Financial Planning
- Asset Maximization
- Professional Trustees
Frequently Asked Questions
- How many employees does ITM have?
- ITM has approximately 94 employees.
- Where is ITM headquartered?
- Minneapolis, Minnesota, United States of America
- What industry is ITM in?
- ITM operates in Life Insurance Asset Management, Financial Advisory Services, Trust and Estate Planning.
- When was ITM founded?
- ITM was founded in 1998.
- Is ITM still active?
- Yes, ITM was verified as an active company on February 2, 2026. Data Surfer regularly validates company information to ensure accuracy.
- How do I sell to ITM?
- Research ITM's priorities and goals, identify the right decision makers and champions, monitor for buying signals, and reach out at the right time with verified contact details. Learn how Data Surfer helps.
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Last verified: February 2, 2026
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