Report

Managing Life Insurance in a Trust Setting - A Deeper Dive

 

In this report you will learn about:
- What the Heck Is Going On with CAUL Life Insurance?
- Transamerica Cost Of Insurance Increases: Is the Other Shoe Now Dropping?
- Carrier Reasons For Increases
- Selecting the Correct Policy for Your Client Through Policy Suitability
- Developing Best Practices
- Managing Risk in a Trust Setting, A Fiduciary Responsibility
- What is a Life Expectancy (LE) Report?
- How an LE Can Help and Advisor or Trustee
- Policy Optimization
- Level Premium vs. Policy Optimization
- Dealing with a Problem Policy
- Selling a Policy - The Secondary Market

Agenda

Faculty

Michael Brohawn, CFP®, CLU®, CAP®

Michael Brohawn, CFP®, CLU®, CAP®

YourLifeInsuranceSolution.com

  • A resource for trustees and wealth advisors looking to buy and sell life insurance at www.YourLifeInsuranceSolution.com
  • One of the founders of Insurance Trust Monitor, Inc. (ITM), a firm that pioneered the outsourcing of trust-owned life insurance (TOLI) trust and policy management; the firm evolved into ITM TwentyFirst, the largest life insurance policy management firm in the country with more than two hundred clients, including some of the country's leading trust, banking, and financial firms
  • Developed the remediation services that set ITM TwentyFirst apart by providing a prudent process for trustees managing and maximizing life insurance for beneficiaries; while there, created ITM TwentyFirst University, and wrote the TOLI Handbook (www.TOLIHandbook.com)
  • A leading educator to peers in the life insurance field, especially trust-owned life insurance (TOLI); he has been an instructor at the annual Cannon Financial Institute's Unique and Hard to Value Assets Program held on the University of Notre Dame Campus in South Bend, Indiana, and has spoken to industry associations as diverse as Top of The Table, Texas Bankers Association, Fiduciary and Risk Management Association (FIRMA), and American Bankers Association (ABA)
  • Quoted in the Wall Street Journal and Financial Times publications, as well as other industry publications; he has published numerous articles, including three published in the last year in Estate Planning Magazine
  • Received the Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), and Chartered Advisor in Philanthropy (CAP®) designations
  • In 2019 he published his first book, The Wealth Advisors Guide to Life Insurance (www.UnderstandLifeInsurance.org)
  • Can be contacted at [email protected]

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