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April and May Webinars     
Join Us Online
Tuesday, April 23rd
10:00 am - 11:15 am CDT
 
Part 1
Life Insurance Management in a Trust Setting
Part One of this  webinar provides a background of life insurance policy types along with considerations (advantages / disadvantages, etc.) for each type of policy.  It reviews the methods (suitability/criteria) to develop best practices for life insurance purchases and/or replacements.  It also will provide guidance to the Trustee for the steps that must be taken for managing policies, including proper documentation to mitigate trustee liability.

 

Presenters: Michael Brohawn, CFP, CLU

                        Thomas Meyers, Esq.

Register - March 20th Webinar     
Wednesday, May 29th
1:30 pm  - 2:45 pm CDT
 
Part 2
Life Insurance Management in a Trust Setting
Part Two of this webinar will provide an overview of the importance of the trust document, including specific issues and problems that can occur and what to look for when accepting a trust.   In addition, the webinar will cover the issues that a trustee can run into when dealing with a  life insurance trust including managing beneficiaries, and dealing with a  non-responsive grantor.
Register - March 20th Webinar     
Visit the New ITM Blog
 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.

 

Take me to the ITM Blog     


Change is Good
 
  
Good things are on the way with
InsuranceIQ
Version 2
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.
Call today to find out how Version 2 will make your job easier while working in the world of ILITs
 
(866) 384-2766
  



Insurance Trust Monitor    
(866) 384-2766   
  
809 W. 1st Street, Suite B
Cedar Falls, IA 50613