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About ITM TwentyFirst University

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.


Meet The ITM TwentyFirst University Faculty Team

Aaron Hanson CLU
ITM TwentyFirst

ahanson@itm21st.com / itm-twentyfirst.com

 
TOLI Policy Management
Aaron is responsible for managing the TOLI policy remediation and life insurance review services for ITM TwentyFirst. His team reviews over 14,000 life insurance policies annually, while also providing remediation services for Managed clients which include complex policy analysis and new policy/replacement reviews. Prior to joining ITM TwentyFirst in 2010, Aaron worked for CUNA Mutual Group for 10 years and has over 16 years’ experience in reviewing and servicing life insurance contracts. Aaron earned his B.A in Finance from Buena Vista University in Storm Lake, Iowa and is a Chartered Life Underwriter (CLU®)

Michael Brohawn CFP, CLU
ITM TwentyFirst

mbrohawn@itm21st.com / itm-twentyfirst.com

 
TOLI Policy Management
Michael Brohawn, is a Managing Director at ITM TwentyFirst, joining the group after the merger with Insurance Trust Monitor, where as a Founder he developed the life insurance remediation service for trustees designed to maximize the trust benefit to the beneficiaries. Before joining ITM, Michael was with a boutique firm serving the “high-end” life insurance market. He developed one of the first holistic policy review focused marketing programs for the insurance industry, a program still successfully employed. He has spoken at many national industry events.

Jon B. Mendelsohn
Ashar Group

jon@ashargroup.com / ashargroup.com

 
Life Settlement, Longevity, and Secondary Market Valuation (SMV®) Specialists
Jon B. Mendelsohn is co-founder and CEO of Ashar Group, LLC. An advocate for best practices and transparency in the industry, he has developed unique and proprietary processes that save advisors valuable time and manage client expectations in a responsible manner. He has collaborated with members of the professional community and works closely with estate and business planning forms. He has presented to among others, the AALU, AICPA, Florida Bar Trust and Tax Sections, as well as the Society of Financial Service Professionals and Financial Planning Association conferences.

Jason T. Mendelsohn
Ashar Group

jason@ashargroup.com / ashargroup.com

 
Life Settlement, Longevity, and Secondary Market Valuation (SMV®) Specialists
Jason T. Mendelsohn is co-founder and President of Ashar Group, LLC. Prior to joining Ashar, Jason worked within the bank consulting industry. His experience there along with his unique set of skills in the Secondary Market, gives him the capability to educate banking and trust executives, as well as other professionals, to the nuances of his specialized market. Jason is regularly invited to be a speaker and lead discussions at national and regional events pertaining to the Secondary Market. He has consulted and presented to executive management of insurance carriers, broker dealers, brokerage general agencies, Florida Bar section meetings, and exit planning organizations including the Society of Financial Services Professionals.

Randy Pople, CFP, AEP
Pople Financial Consulting

rpople@poplefinancial.com / poplefinancial.com

 
Trust Practices and Consulting
Randy Pople is a Certified Financial Planner® and an Accredited Estate Planner® with over 30 years of experience in Estate Planning and Wealth Management. Prior to joining Pople Financial Consulting, Inc., Randy served as president of Capital City Trust Company. He also worked as a consultant with Cannon Financial Institute and in management roles in the Trust Divisions of Wachovia Bank and First Tennessee Bank. Randy is a graduate of Memphis State University.

Barry Flagg, CFP, CLU, ChFC, GFS
Veralytic, Inc.

bflagg@veralytic.com / veralytic.com

 
Best Practices Standards for Life Insurance Stewards
Barry Flagg is the founder of Veralytic, the only patented publisher of life insurance pricing and performance research and product competitiveness ratings. Barry is an expert at applying fiduciary principles to the prudent selection and proper management of life insurance. An author for national industry publications and noted speaker for the AICPA, Bloomberg BNA, CCH, E&Y, Financial Planning Association (FPA), PwC, and Trusts & Estates, among many others. Barry was instructor at the Leadership Boot Camp for Life Insurance Stewardship at West Point.

Don Trone, GFS
3ethos

don@3ethos.com / 3ethos.com

 
Leadership, Stewardship and Governance (Fiduciary Responsibility)
Don Trone is the CEO of 3ethos® and a leading authority on leadership and its integration with regulatory and professional standards of care. Don is the author or co-author of several books, including his latest, “LeaderMetrics.” Don was the Director of the Institute for Leadership at the U.S. Coast Guard Academy, the Principal Founder and CEO of fi360, and Founder and President of the Foundation for Fiduciary Studies. Don is a noted presenter at numerous fiduciary and leadership oriented conferences nationwide.

Brad Davidson
Spardata/Unique Asset Partners

bdavidson@spardata.com / spardata.com

 
Hard to Value Asset Valuation and Consulting
Brad Davidson is the founder of Spardata, a valuation firm focused on pricing unique and hard-to-value assets. He is also the Managing Partner of Unique Asset Partners, providing a “one-stop shop” to professional trustees and owners seeking to manage unique assets successfully. Brad has been invited to speak to the IRS, the Securities and Exchange Commission, and the Federal Reserve, among other governmental and private organizations and has been cited by the Wall Street Journal, the Washington Post and other publications.