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

Leon Wessels
Leon Wessels
Leon has over 35 years of life insurance experience and is a pioneer in life insurance trust services to corporate fiduciaries. In his current role at Life Insurance Trust Company (LITCO), an affiliate of ITM TwentyFirst, Leon is responsible for new business development and managing strategic relationships. Prior to joining LITCO and ITM TwentyFirst, Leon was one of the founders of Insurance Trust Monitor (now ITM TwentyFirst), creating the outsourced ILIT administration business model and generating the trustee partnerships that made ITM TwentyFirst the recognized leader in ILIT administration and risk management services. Before launching ITM, Leon was a founder and creator of InsuranceIQ, a software as a service company providing systems and ILIT support tools to banks and trust companies. InsuranceIQ was purchased by ITM TwentyFirst in 2015 from Informa Plc.

lwessels@lifeinsurancetrustco.com
http://www.lifeinsurancetrustco.com

John Barkhurst
John Barkhurst
John oversees new business development and account management for ITM TwentyFirst’s Trust Services Division and has been providing third-party administration and risk management solutions of Trust Owned Life Insurance (TOLI) since 2004. Prior to joining ITM TwentyFirst, John was one of the original members of the Insurance Trust Monitor (ITM) and InsuranceIQ teams. While at ITM, John’s proficiency in life insurance was utilized in various roles in business development and operations. Prior to joining ITM, John served as Vice President of Sales for InsuranceIQ, and played an integral role in establishing InsuranceIQ as the premier provider of life insurance analytics and ILIT software to banks and trust companies.

jbarkhurst@itm21st.com
http://www.itm21st.com

Judith Pearson
Judith Pearson
Judith, a seasoned insurance industry and risk management expert leads Nomadx Solutions, LLC as President + CEO. Nomadx has an expertise in identifying, mitigating and transferring risk for wealth transfer vehicles. Judith has been a frequent speaker and has been quoted in notable periodicals such as The Wall Street Journal, New York Times, as well all the Financial Times and has written articles for Wealth Management and Trust & Estates Magazine. Judith was named one of the 2015 Power of 100 Leaders in the art world by Blouin/Artinfo International for her role as an insurance innovator.

jpearson@nomadxsolutions.com
http://www.nomadxsolutions.com

Michael Brohawn, CFP®, CLU®, CAP®
Michael Brohawn, CFP®, CLU®, CAP®
A pioneer in the trust-owned life insurance (TOLI) world, Michael now works with Trustees and Wealth Advisors nationwide, helping them navigate the life insurance marketplace. His time in the TOLI world taught him the benefits of developing prudent practices to buy and sell life insurance. His ability to bring clarity to a confusing marketplace allows his clients to move forward with confidence.
Michael has enjoyed educating peers about life insurance, especially in the trust, accounting, and legal community, and has been a speaker at numerous national events. In 2019 he published his first book, The Wealth Advisors Guide to Life Insurance.

Michael@YourLifeInsuranceSolution.com
http://www.YourLifeInsuranceSolution.com

Aaron Hanson, CLU®
Aaron Hanson, CLU®
As Director of Remediation, Aaron is responsible for managing the trust owned life insurance policy analytics and remediation group at ITM TwentyFirst. Aaron and his team are responsible for all pre-acceptance policy reviews, as well as ongoing policy management and remediation services for existing policies. Aaron’s leads a team with deep life insurance knowledge and expertise who interact with hundreds of trustees, advisors, grantors and beneficiaries monthly.

Joining the firm in 2010, Aaron helped develop, refine and implement the remediation processes and systems used today. Aaron has over 20 years of experience in reviewing and servicing life insurance contracts. Prior to joining ITM TwentyFirst in 2010, Aaron worked for CUNA Mutual Group for 10 years. Aaron is a Chartered Life Underwriter (CLU®).