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ITM TwentyFirst University focuses on life insurance education and provides TOLI trustees, attorneys, advisors, regulators and others with practical guidance to use in their practice. The course topics include real life case studies that can be applied to day to day situations. Subject matter is designed to help ensure that advisors can provide insureds and beneficiaries with exceptional support related to life insurance. From time to time, we also offer courses related to other unique assets or topics of interest to our clients. Our faculty consists of sought after presenters who are experts in their related fields. Attendees are eligible for free Continuing Education (CE) credits. See specific courses for applicable CE listings.


Course Schedule

Learning When, Why and How to Do a Life Settlement

Jon B. Mendelsohn, Co-founder and Chief Executive Officer, Ashar Group
(NEW DATE) Tuesday, March 28, 2017 at 2PM ET
1 Hour CE credit for CFP, CTFA and FIRMA Certified Member

Each year over $100 Billion in life insurance death benefit is surrendered or allowed to lapse by seniors age 65 or older.  Can you imagine the potential liability to advisors that omit this discussion with their clients? This significant asset could be used by many older individuals to help fund general retirement living or even long term care expenses.  This session is designed to provide advisors, especially those acting as trustees in the personal trust space, the opportunity to gain a practical understanding of the life settlement process.  Learn why and when you would sell a life insurance policy and how the actual process works.  Our presenter, a nationally known life settlement market executive will give you the insight you need to allow you to maximize the value of a life insurance policy.  Jon will show you how to provide your clients a valuable service and if you are a trustee of a life insurance policy, will show you how you can live up to your fiduciary responsibilities.   This practical session is one you should not miss.

 

How to Conduct a Trust Owned Life Insurance Policy Review

Aaron Hanson, CLU and Michael Brohawn, CFP, CLU, ITM TwentyFirst
Thursday April 20, at 2 PM ET
1 Hour CE credit for CFP, CTFA and FIRMA Certified Member

The OCC and regulatory guidance require initial and annual reviews for life insurance policies held in a trust. Life insurance has become increasingly hard to manage with cost increases and investment returns that can dramatically affect the policy year to year. The use of an annual policy review is not just a fiduciary requirement; it is the backbone of prudent policy management. This session, using the new ITM TwentyFirst Insight Report as a guide, will show the trustee, and those who handle life insurance, what is necessary to track on an annual basis, and what to do when a policy “goes off track.” The session will be accompanied by a session handbook that will become a reference book for managing life insurance in a trust setting.

Faculty Bios

Speakers Bureau

A logical extension of ITM TwentyFirst University, the ITM TwentyFirst Speaker’s Bureau was established to provide firms and associations with entertaining and informative presentations dealing with the complexities of managing life insurance and life insurance trusts. The sessions are approved for CFP and CTFA Continuing Education credits and can be submitted for additional credit, as desired.

CFP & CFTA CE Credit

Session 1

An Overview of Life Insurance Policy Management

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Session 2

Current Issues and Advanced Topics in Life insurance

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Note: The two sessions can be combined to create a continuous two hour session. There is no charge for the CFP, CTFA sessions, including CE reporting. We provide a Handout in advance in PDF form for the sessions. We only charge for air travel and hotel expenses for the session presenter. Call today for further information.

Special CLE Course for the Florida Legal Community

Understanding Life Insurance and Life Insurance Policy Management for the Attorney

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This special FL CLE course will be offered for free of charge over the course of 2016. Call today for further information.

Contact: Michael Brohawn, CFP®, CLU

P: 319.553.6227 | E: mbrohawn@itm21st.com