We will be hosting a free educational webinar every month in 2013. As the leading company of third party ILIT administration, we offer these webinars to help you expand your knowledge, gain valuable insight, and learn how to better manage your fiduciary risk. These fast paced webinars will include informative workbooks featuring real life examples and case studies. As noted, these courses are approved for CFP and CTFA continuing education credits. |
March 20th - Wednesday - 2:00 pm
Life Insurance Illustrations |
Many TOLI Trustees struggle with life insurance illustrations, one of the only (admittedly clumsy) ways to predict the outcome of a policy under various scenarios. Learn how to read illustrations and gain guidance for the use of illustrations to model different scenarios and policy outcomes.
Presenters: Michael Brohawn, CFP, CLU
Thomas Meyers, Esq. |
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April 23rd - Tuesday - 10:00 am
Part 1 - Life Insurance Management in a Trust Setting |
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The proper management of life insurance policies in a trust setting includes a number of skill sets. You and your team must have knowledge not only in policy management, but in TOLI administration. In addition, a working knowledge of trust documents is vital. This two part seminar will highlight a holistic approach to life insurance trust management. |
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May 29th - Wednesday - 1:30 pm
Part 2 - Life Insurance Management in a Trust Setting |
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The proper management of life insurance policies in a trust setting includes a number of skill sets. You and your team must have knowledge not only in policy management, but in TOLI administration. In addition, a working knowledge of trust documents is vital. This two part seminar will highlight a holistic approach to life insurance trust management. |
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June 20th - Thursday- 10:00 am
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It is critical to know whether your ILIT is a grantor trust for income tax purposes. This webinar will discuss the grantor trust rules of the Internal Revenue Code, what to look for in each trust document, and the ramifications of grantor trust status. |
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July 23rd - Tuesday- 2:00 pm
Best Practices - Policy Replacements within a Trust Setting |
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One of the most cumbersome decisions a trustee must make is whether or not to replace a life insurance policy held in trust. This seminar will outline the processes and procedures that must be in place to ensure that a replacement makes sense. |
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August 14th - Wednesday- 9:30 am
Specific Problems with Certain Policy Types Held in a Trust |
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Certain policy types present specific issues and challenges to the trustee. This seminar will highlight those problems and provide the solutions with real life cases. |
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September 17th - Tuesday- 2:00 pm
Introduction to Hanging Powers |
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Have you ever had a withdrawal beneficiary predecease a grantor? This webinar will discuss what hanging powers are, how to identify if your ILIT has hanging powers, the importance of calculating hanging powers, and an example of how to calculate hanging powers. |
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October 17th - Thursday- 9:30 am
Policy Pricing Suitability |
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Policy pricing varies by as much as 80%. If you don't know what you are being charged, then you risk beneficiaries claiming they should have received more death benefit because you were overcharged. This webinar will discuss how to quickly and easily document your investigation of policy pricing suitability. |
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November 12th - Tuesday- 2:00 pm
ITM Remediation Services Special Case Studies |
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Very often trustees are asked to make difficult decisions about life insurance policies. For example, when to surrender a policy, or to lower a death benefit. This webinar will show you how to create a prudent remediation decision making process. |
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December 10th - Tuesday- 10:00 am
Insurance Trust Monitor's 2013 Year in Review |
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We will review a variety of cases (good and bad) that surfaced throughout the year, the discussion will include a workbook including examples.
*NOTE: This seminar does not qualify for CFP or CTFA credits |
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Good things are on the way with |
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With a visual overhaul, improvements in speed and efficiency, and integrated on-demand and live reporting, Version 2 is about to change the way you administer and manage trusts.
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Call today to find out how Version 2 will make your job easier while working in the world of ILITs |
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We are announcing our new Blog that has been written for you to take advantage of our expertise and experience in dealing with ILIT administration for over 12 years. Please go online and read our posts and feel free to "Leave a comment" as we hope to get some great discussions going.... which helps all of us. |
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