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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

Estate Planning Strategies for 2018

With Randy Pople
May 30th at 2 PM ET
1 hour of CFP and CTFA CE

While the estate planning landscape has been altered because of the Tax Cuts and Jobs Act passed in December, efficient strategies are still available for your clients. In this session, after a review of the new tax law, Randy will outline the tactics that are most relevant in today’s climate. Understanding marital deduction and portability is still important. Annual and charitable giving and advanced strategies like GRATs, IDGTs, ILITs and partnerships can still play important roles in your clients plans. Attend this session, headed up by an industry expert, to find out what should be changed in current estate plans, what still works and maybe most important – what the future may hold and how the changes affect your fiduciary duties as trustee. Randy’s sessions always draw a crowd – attend and find out why.

How We Saved Our TOLI Trustees Millions

With Aaron Hanson
June 28th at 2Pm ET
1 hour of CFP and CTFA CE

Nobody said managing life insurance trusts was easy. But that does not mean you should subject yourself to possible litigation costs. This session, headed up by a life insurance policy review expert will outline actual cases that could have easily lead to litigation expenses had we not acted quickly. The cases range from simple administration issues that could cost you thousands to a faulty policy replacement case that easily could have cost you as much as a million dollars. Together the cases represent millions of dollars in possible litigation and settlement costs. And they are avoidable. We will you why they occurred and how we avoided them. This is a session you will not want to miss.

Cannon Financial Institute

Unique and Hard To Value Assets
University of Notre Dame
July 8-14, 2018

Again, this year during our ITM TwentyFirst University Summer Break, we will be teaching the Life Insurance portion of the week-long Cannon Financial Institute session on Unique and Hard to Value Assets.

This is an industry-exclusive course for trust professionals tasked with administering unique assets, and it will provide the knowledge and skills you need to do so successfully.

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