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.
The 5 Biggest Mistakes TOLI Trustees Make & How to Fix Them
august 14th, 11 am – 12 pm cst
Explore effective strategies to resolve and avoid these five common mistakes that we see TOLI trustees make in this remediation-focused webinar.
The 5 Biggest Mistakes TOLI Trustees Make & How to Fix Them
august 14th, 11 am – 12 pm cst; eligible for 1.25 CFTA credits through ABA
Join us for a remediation-focused webinar where we delve into the top 5 common pitfalls faced by TOLI trustees. ITM’s Director of Remediation Aaron Hanson, CLU will explore effective strategies to resolve and avoid these common mistakes. If you act as a trustee on ILITs or run a trust department, this webinar will help you keep your trusts on track by touching on vital remediation tactics.
At the end of the webinar, we will open the conversation for a live Q&A on any of the topics covered.
Featuring:
aaron hanson, clu, director of remediation, itm
Greg Kizer, CAIA, Senior Vice President, ITM
Stay up to date on industry news, best practices, and ITM solutions for trust owned life insurance, will file tracking, and business valuations. Subscribe to our blog to get bi-weekly emails when new posts are published.
The 5 Biggest Mistakes TOLI Trustees Make & How to Fix Them
august 14th, 11 am – 12 pm cst
In this remediation-focused webinar we delve into the top 5 common pitfalls faced by TOLI trustees. ITM’s Director of Remediation Aaron Hanson, CLU will explore effective strategies to resolve and avoid these common mistakes. If you act as a trustee on ILITs or run a trust department, this webinar will help you keep your trusts on track by touching on vital remediation tactics.
Featuring:
aaron hanson, clu, director of remediation, itm
Greg Kizer, CAIA, Senior Vice President, ITM
Privately held businesses form the backbone of many families’ wealth and legacy, often representing significant personal, financial, and emotional value. When these businesses are held within trusts, accurately determining their worth becomes crucial audit, tax, financial, and legal reasons.
In this webinar, our business valuations experts will join our affiliate LITCO to help attendees gain a better understanding of when and why a trustee should seek out a privately held business valuation.
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