TWENTYFIRST, LLC
MINNEAPOLIS, MN

ITM TwentyFirst, formerly known as ITM TWENTYFIRST, LLC and 21ST SERVICES, LLC, is a dedicated service provider specializing in life insurance trust administration. Incorporated on March 7, 2007, and headquartered at 333 South 7th Street, Suite 2400, Minneapolis, MN, the company operates as an affiliate of LIFE INSURANCE TRUST COMPANY, delivering expert third-party services across the longevity risk management landscape. As a Florida for-profit limited liability company (FORL), ITM TwentyFirst stands out with its completely objective advisory services, unaffiliated with any insurance carriers. The firm focuses on providing comprehensive support in managing life insurance trusts and related assets, ensuring that fiduciaries effectively address their operational, compliance, and investment needs. Under the leadership of CEO Kurt, a former Managing Director at Credit Suisse's Longevity Markets Group and founder President of ILMA, the company leverages deep industry expertise. Lori heads underwriting with extensive experience from Prudential Insurance Company. Ralph manages operations while drawing on his significant background in credit markets with AIG and Credit Suisse. Technology and analytics are spearheaded by Cory, a quantitative technologist who has served as Head of Technology at Credit Suisse's Longevity Markets Group. Maureen Sheehan acts as General Counsel and Chief Compliance Officer, with a strong legal foundation from Sidney Austin LLP and The University of Chicago Law School. Jessica oversees financial operations focusing on strategy and analytics using her extensive Finance background. John takes the helm for sales and marketing duties, bringing to bear his experience in high-growth online businesses. Bob provides strategic direction leveraging his leadership at Marshall & Swift Boeckh and academic tenure from Notre Dame University. Matt from BV Investment Partners represents a substantial shareholder interest, adding financial acumen gleaned from Chase Securities and Columbia Business School. ITM TwentyFirst's innovative team also includes John, the New Business Development Manager with over 12 years in third-party administrative services, and Walt, whose trust industry expertise underpins new client relationship development. The firm remains at the forefront of life insurance servicing solutions by leveraging its experienced personnel, robust data capabilities, and comprehensive service tools. For further information about ITM TwentyFirst's offerings or to obtain a copy of their annual report dated April 23, 2024, please visit www.21stservices.com.