Trustmark Acquires Enroll For Life Technology Platform

LAKE FOREST, IL. -- Trustmark is pleased to announce it has acquired the technology platform asset, Enroll For Life™, from iOpt LLC, a boutique enrollment firm. The Enroll For Life platform supports self-service enrollment for permanent life insurance products, including hybrid life products with long-term care benefits.

Trustmark has successfully partnered with iOpt LLC and used this technology on select permanent life case enrollments since 2022.

"This is another way to support our broker partners and enable employees at smaller companies to gain greater access to valuable financial protection products," said John Anderson, President of Trustmark. "The Enroll For Life platform reduces a pain point for brokers on smaller case enrollments and helps drive growth and awareness of permanent life products in that market. The technology enhances enrollment process efficiency and utilizes behavioral economics to simplify benefit selection and improve participation."

Anderson emphasized that Trustmark will use this technology for smaller cases. "For mid-size and larger opportunities, we will continue to rely on our valued enrollment partners," he said.

Added Trustmark CEO Kevin Slawin: "As part of our growth strategy, Trustmark is always looking for ways to acquire capabilities that will further differentiate us in the marketplace. This is the latest example and one that will resonate with brokers and consumers alike for how it opens up the smaller-case market and eases the enrollment process for all parties."

Tom Smith, CLU, founder of iOpt LLC and developer of Enroll For Life, will join Trustmark. As a result of the acquisition, iOpt LLC will cease to exist and Trustmark will now own newly formed iOpt Holdings, LLC, a former subsidiary of iOpt LLC.

"We are thrilled to join Trustmark after working closely with the team for several years," Smith said. "Trustmark has the resources and national reach to invest in and expand the utilization of the Enroll For Life technology platform to provide a unique, flexible, and engaging enrollment experience for employees at smaller companies."

About Trustmark Mutual Holding Company
Trustmark, through its operating divisions and subsidiaries, offers specialized expertise in voluntary benefits, self-funded health plan design and administration for smaller employers, and in-person and virtual corporate and community fitness solutions. Trustmark's commitment to building long-term, trusted relationships helps people, businesses, and communities thrive. Trustmark: benefits beyond benefits.