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ITM is comprised of a team of independent life insurance experts. Our purpose is to empower life insurance policy owners to make informed decisions and realize the full value of life insurance assets. We serve professional trustees (including banks and trust companies, law firms and CPAs), wealth advisors and family offices, universities and foundations.

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The ITM annual revenue was $23.7 million in 2026.

Frank Tomasello is the Director of Policy Servicing of ITM.

30 people are employed at ITM.

ITM is based in Minneapolis, Minnesota.

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