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 Our Faculty
Upcoming Course Schedule
Minimizing Trustee Liability in a Changing Market
Judith Pearson, Nomadx Solutions
Risk management is always more challenging in a volatile environment, especially in a society that has grown more litigious. Learn how to minimize your liability by taking a few simple steps.
- The trust world has become rich with opportunity. Learn how to navigate this complex market while dodging landmines of personal liability.
- Understand how changing laws and trust structures impact risk analysis.
- Discover how to apply guidelines to internal roles and responsibilities to mitigate liability.
- Learn the steps you need to take to protect yourself during this evolutionary time.
- Uncover the most common holes in your existing risk management coverage.
All fiduciaries, as well as compliance and risk management professionals, should attend this important session.
Wednesday, May 27, 2020 – 1:00 pm central
A Trustee’s Guide to Life Settlements
Aaron Hanson, ITM TwentyFirst and Michael Brohawn, Your Life Insurance Solutions
Life settlements are confusing, at best. That confusion can make you uncomfortable. So much so that you allow a client to surrender or lapse a policy without exploring the option. That would be a mistake – one that could cost the client money and put you in hot water. It’s hard to move ahead if you do not know how. We understand that, just like we understand life settlements.
By attending this session, you will learn when and how to sell a policy to get the most value for your client. We will outline a prudent process for you to follow to limit your liability, while ensuring that you maximize the value of your client’s assets – your duty as Trustee. By working through real-life case studies with us, you will see clearly how the process works. If there is one session on life settlements, you should attend – this is it.
Wednesday, June 10, 2020 – 1:00 pm central
Comparing the Discretionary, Delegated and Directed Trustee’s Role and the Trust Protector
Kevin Maas, Pohl Consulting and Training, Inc.
Directed Trusts are a growing reality as more states adopt the Uniform Directed Trust Act. Delegated trusts are as old as the UPIA, but are you really prepared to confidentially articulate the difference between the two models? Most trust organizations are being asked to consider one or both of these options by someone in their market or the bank. This webinar will compare and contrast the role of a trustee in a directed trust and a delegated trust with the traditional discretionary trustee role. Additionally, the rising occurrence of trust protectors under state law will be addressed.
All participants in a trust organization need to be familiar with directed and delegated trusts and should attend this informative and practical webinar.