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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

TOLI Issues and Solutions – 2017 Year in Review

Michael Brohawn, CFP®, CLU® and Leon Wessels
Marketing – ITM TwentyFirst
Tuesday, December 12th, 2017 at 2PM ET
1 Hour CE credit for CFP, CTFA and FIRMA Certified Member

2017 was a bumpy year for Trust Owned Life Insurance (TOLI) trustees.  With the higher federal estate tax exemption, married couples are not even affected by the estate tax until their estate hits almost 11 million dollars and the threatened repeal will mean that even those few may no longer feel a need for an ILIT.  How does a TOLI trustee best handle Grantors who may no longer even feel a need for an ILIT?  Trustees managing life insurance policies have struggled in a low interest rate environment with poorly performing policies that have not lived up to expectations. Could you be liable for them? Cost of insurance increases from more than ten carriers have raised premiums by 150%.  Which policies are affected and how do you handle them?  COI increase lawsuits are winding their way through the courts.  What is the possible outcome and could they help you?  It may be a good time to take another look at your TOLI business as we wind down 2017 and enter the new year.  In this session, we will do just that, providing updates on where the industry is now, where things are going and the opportunities and pitfalls that await the TOLI trustee in 2018 and beyond.

Coming in 2018

The Life Insurance Purchase Process: Many TOLI Trustees do not have a thorough understanding of a prudent process for the purchase of life insurance. Join Barry Flagg and Michael Brohawn as they review that process and outline the steps that should be taken to ensure that your client gets the right policy, properly priced.

Life Insurance Policy Valuation: A misunderstood and often confusing process, life insurance policy valuation can be an important part of your client’s estate or gifting program. Join Jon Mendelsohn, a policy valuation expert as we discuss the proper methodology for policy valuation.

Estate Planning for 2018: Understanding the effect of upcoming tax changes on estate planning techniques and document will be a hot button issue in 2018. Join Randy Pople, a popular ITM TwentyFirst U contributor as he explores the changes

Check back in the coming months for dates

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