Investors Trust Assurance

Brothers John and William Zelaya are the founders and majority owners, holding control through family trusts. The firm is privately held, with no publicly traded parent. Senior distribution leadership sits with Ariel Amigo and Phil Story.

Asia and the Middle East are the firm's primary distribution markets, supported by offices in Kuala Lumpur, Labuan, and Dubai. The firm also maintains a presence in Latin America through its Puerto Rico office and Miami administration hub. EMEA distribution runs under Phil Story's leadership.

The general account is allocated primarily to a global fixed-income portfolio, standard for a life insurer managing unit-linked liabilities. The firm also holds operational real estate at five office locations, which serve dual functions as distribution hubs and balance-sheet assets. Policyholder assets directed into unit-linked products sit on third-party fund platforms rather than under the firm's direct investment management.

ITA Global Trust Company provides fiduciary and trustee services, likely supporting policy structures that require trust-based ownership arrangements — common in international estate planning. Wes Pritchett serves as its Director. The entity creates vertical integration by allowing the firm to offer trust services alongside its insurance products, a structure that simplifies cross-border wealth planning for internationally mobile clients.

No. The firm is privately owned by the Zelaya family through a trust-held ultimate parent structure. It has never listed on a public exchange.

The firm operates under Cayman Islands insurance regulation from its Camana Bay headquarters. Its Labuan office suggests a parallel presence under Malaysia's Labuan Financial Services Authority, which licenses international insurance carriers targeting Asian markets. Unit-linked products sold across jurisdictions typically require local regulatory approvals or passporting arrangements under regional frameworks.

Yes, through Investors Trust Cares, the firm's corporate foundation. Separately, co-investor Winnie Pritchett founded iPads For Soldiers, a charitable initiative providing technology to deployed military personnel, indicating a philanthropic culture that extends beyond the corporate entity into the leadership's personal activities.