WEBINARS
Join us in an upcoming webinar or watch past recorded webinars on demand to learn more about Insurance Trust Monitor and grow your ILIT administration knowledge.
UPCOMING WEBINARS:
Understanding Premium Financing in Trust-Owned Life Insurance
jan. 27, 1 – 2 pm cst; CE credits TBA
Premium financing can be a powerful tool for funding trust-owned life insurance, but it also introduces meaningful financial, operational, and fiduciary risk. This session provides a high-level overview of premium financing and examines the trustee responsibilities and oversight required to properly manage these arrangements.
- Premium Financing 101: a 10,000-foot view of how premium financing works
- Who uses premium financing and why it is often paired with trust ownership
- Common trust structures used in premium-financed life insurance arrangements
- Key risks, including interest rate risk, collateral risk, policy performance, insurance carrier solvency, and lender appetite
- Trustee responsibilities in premium-financed arrangements, including interest payments, Crummey letters, collateral oversight, and policy performance monitoring
- The role of a corporate trustee in aligning ongoing administration with family objectives and lender repayment obligations
Attendees will learn how premium financing works within trust-owned life insurance, where fiduciary risks commonly arise, and why experienced corporate trustee oversight is critical to protecting trust assets and beneficiaries.
Featuring:
aaron hanson, director of remediation, ITM
michael moore, vp of sales and business development, everbank
Be the first to know about upcoming webinars, expert insights, industry news, and valuable resources designed for financial advisors, estate planning attorneys, and trust professionals.
RECORDED WEBINARS ON DEMAND:
Understanding Premium Financing in Trust-Owned Life Insurance
january 2026
Premium financing can be a powerful tool for funding trust-owned life insurance, but it also introduces meaningful financial, operational, and fiduciary risk. This session provides a high-level overview of premium financing and examines the trustee responsibilities and oversight required to properly manage these arrangements.
- Premium Financing 101: a 10,000-foot view of how premium financing works
- Who uses premium financing and why it is often paired with trust ownership
- Common trust structures used in premium-financed life insurance arrangements
- Key risks, including interest rate risk, collateral risk, policy performance, insurance carrier solvency, and lender appetite
- Trustee responsibilities in premium-financed arrangements, including interest payments, Crummey letters, collateral oversight, and policy performance monitoring
- The role of a corporate trustee in aligning ongoing administration with family objectives and lender repayment obligations
Attendees will learn how premium financing works within trust-owned life insurance, where fiduciary risks commonly arise, and why experienced corporate trustee oversight is critical to protecting trust assets and beneficiaries.
Featuring:
aaron hanson, director of remediation, ITM
michael moore, vp of sales and business development, everbank
Your Client’s Term Policy is Ending, Now What?
november 2025
When a term life insurance policy nears its end, trustees, advisors, and policyholders face critical decisions that can significantly impact estate planning and financial security. This session will explore the full range of options available when a term policy expires, including:
- Allowing the policy to terminate in a thoughtful and strategic manner
- Converting all or a portion of the policy to permanent coverage — and what makes partial conversions a valuable option many overlook
- Comparing term conversion options across carriers and understanding key differences
- Securing new term insurance, including insights into streamlined underwriting programs
- Exploring “convert and sell” strategies through life settlements, with real-world examples and practical guidance
- Drawing on ITM’s experience navigating difficult end-of-term decisions — from evaluating options to coordinating with all beneficiaries to ensure transparency and compliance
Join us to learn how to evaluate these options, avoid missed opportunities, and ensure the best outcomes for clients and beneficiaries. Register for free to secure your spot!
Featuring:
aaron hanson, director of remediation, ITM
Tate Groome, Co-CEO, Colton Groome Financial
Navigating the Complexities of Closely Held Entities in Fiduciary Accounts
october 2025
Managing closely held business interests is one of the most complex challenges trustees face — yet they’re a common asset in high-net-worth estate plans. This timely session will break down the regulatory requirements, fiduciary risks, and valuation considerations that come with overseeing these entities, equipping trustees with the knowledge and tools to avoid costly pitfalls.
Key Topics Include:
Common entity types and why they appear in fiduciary accounts
OCC guidance on unique and hard-to-value assets — and what it means for trustees
Pre-acceptance considerations and ongoing risk management strategies
Valuation best practices: when to obtain them, how they’re performed, and what’s required
Discounts, methodologies, and practical tips to strengthen oversight
We’ll close with actionable best practices and a live Q&A to help you navigate the challenges of managing closely held business interests with confidence and compliance.
Featuring:
josh obregon, operations supervisor, itm
patrick alyward, founder and ceo, trustworthy consultants, llc
An Insider’s Guide to Managing Trust-Owned Life Insurance
september 2025
Stay ahead of the challenges facing ILIT trustees with this practical, insight-driven webinar led by a seasoned trust professional and an experienced insurance expert. Together, they’ll explore the key fiduciary risks and responsibilities shaping today’s TOLI landscape — from aging policy populations and rising fiduciary expectations to the increasing complexity of life insurance performance.
Key Topics Include:
Practical strategies for reducing fiduciary risk and ensuring compliance
The role of trustee liability insurance in today’s environment
Best practices for annual policy reviews
Comparing individual, professional, and corporate trustee options — pros and cons
Insights to help clients make more confident, compliant trust planning decisions
We’ll wrap up with a live Q&A to give you actionable answers to your most pressing ILIT-related questions.
Featuring:
aaron hanson, director of remediation, itm
andrea chomakos, managing driector, sr. vp trust officer, pendleton square trust company
Strategic Uses of Private Placement Life Insurance
july 2025
Unpack the strategic potential of Private Placement Life Insurance (PPLI) in this advanced planning webinar designed for estate planners, advisors, and fiduciaries. Led by experts in insurance and trust structuring, this session explores how PPLI can be used to minimize taxation on alternative assets, enhance after-tax investment performance, and support long-term, multigenerational planning goals. From trust integration to advisor collaboration, we’ll cover when and how to include PPLI in your clients’ broader wealth strategy.
Key Topics Include:
What Sets PPLI Apart from Traditional Life Insurance
Tax-Deferred Growth and Enhancing After-Tax Alpha
Access to Alternative Investments Through PPLI
Holding PPLI in ILITs and Leveraging the South Dakota Advantage
Advanced Strategies for Multigenerational Wealth Transfer
Real-World Case Studies and Common Pitfalls to Avoid
We’ll close with a Q&A to address your questions and explore how to apply these strategies in practice.
Featuring:
Frank Seneco, President, Seneco & Associates, Inc., President, seneco global advisors ltd.
Michael Moore, director, new business development, LITCO
Advantages of South Dakota Trust Law
june 2025
Learn how South Dakota trust law can create meaningful advantages for your clients and their estate plans. In this webinar, Jordan Veurink, shareholder at Woods & Fuller who focuses on estate planning and trust law, explains how South Dakota’s unique statutes—ranging from tax benefits to modern trust structures—can help preserve wealth, reduce fiduciary risk, and provide greater flexibility for complex planning needs. Ideal for advisors and trustees working with high-net-worth families.
Key Topics Include:
- Why South Dakota Is a Top Jurisdiction for Trusts
- No State Income, Estate, or Inheritance Tax
- Enhanced Privacy and Asset Protection Strategies
- Directed Trusts, Trust Protectors, and Perpetual Structures
- Real-World Examples of South Dakota Trust Planning in Action
We’ll close with a Q&A to address questions and client-specific scenarios.
Featuring:
Jordan Veurink, Shareholder, Woods Fuller
Tony McKillip, President, LITCO
Stay the Course: Managing Variable Life Insurance in a Choppy Market
may 2025
Join us for a strategy-focused webinar where we tackle the challenges of managing variable life insurance policies in today’s unpredictable markets. ITM’s experts will walk through the unique risks these policies pose for ILIT trustees—from market-driven performance pressure to complex sub-account choices—and provide actionable guidance for maintaining prudent oversight. If you manage trust-owned variable life insurance, this session will help you stay the course with confidence and clarity.
Key Topics Include:
Asset Allocation as a Tool for Stability
Where Trustees Face the Greatest Challenges
Staying on Track with Annual Reviews
How to Use Annual Reviews to Reduce Risk
We’ll close with a live Q&A to address your questions and real-world scenarios.
Featuring:
Tony McKillip, President, LITCO
Greg Kizer, CAIA, Senior Vice President, ITM
Eric Scow, Director of Operations, ITM