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

Life Insurance Trusts – An Insider’s Guide to Minimizing Liability and Maximizing Client Value

Put on by the Trusts & Estates CLE Webinar Series – Sponsored by Life Insurance Trust Company

Leon Wessels – Life Insurance Trust Company, John Barkhurst – ITM TwentyFirst, Judith Pearson – Woodruff Sawyer, Michael Brohawn – Your Life Insurance Solutions, Susan Lipp – Trusts & Estates

Irrevocable Life Insurance Trusts (ILITs) have long been a cornerstone of many estate plans—and remain a great tool for creating liquidity upon the death of a Grantor. The management of life insurance has become increasingly more difficult as low interest rates have stressed many life insurance policies to the max, resulting in a significantly higher number of underperforming and lapsing Trust Owned Life Insurance (TOLI) policies.

The liability associated with serving as ILIT trustee or advising clients with life insurance trusts has never been greater. The fiduciary role of a trustee is one that holds the highest duty according to law and, in the current environment, those administering ILITs are going to face challenging, even difficult, decisions that may be questioned years down the road.

Attend this webinar as we discuss topics that include ways to minimize fiduciary and professional liability, while ensuring your clients’ ILITs will succeed, including:

  • Trustee roles, responsibilities and personal liability
  • The challenges facing trustees and how to manage ILIT risk
  • How low interest rates negatively affect life insurance and why it will get worse
  • Practical solutions for dealing with TOLI policy issues
  • Why an individual (non-corporate) ILIT trustee is not ideal for long-term success

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

Tuesday October 6, 2020 – 1:00 pm central


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