OVERVIEW

News & Events

6/1/2015

Merger of Leading Life Insurance Service Firms

Minneapolis, MN, June 1, 2015: InsuranceIQ (IIQ) and Insurance Trust Monitor (ITM), both located in Cedar Falls, Iowa today announced that they are merging with TwentyFirst.
The needs of corporate and professional life insurance trustees have increased significantly in recent years, and will continue to do so. There is a heightened focus on the regulatory and legal risks associated with overseeing life insurance trusts. To better serve this new environment, combining the resources of the three enterprises allows ITM|TwentyFirst to more efficiently and effectively provide the services required to meet the needs of policy owners and their fiduciaries.

Read Full Press Release

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4/15/2015

Two Webinars added in May

Top 10 Mistakes made by many TOLI trustees

Webinar - Part 1
Thursday, May 7th, 1:00 pm (CDT)


Webinar - Part 2
Tuesday, May 19th, 1:00 pm (CDT)


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3/13/2015

Introducing Sarah Boyd

Sarah Boyd has joined the ITM team as the General Office Manager. Sarah earned her Bachelor’s degree in Business Administration from Hamilton Business College and a Master’s degree in Business Administration from Upper Iowa University. Prior to joining ITM, Sarah worked in the finance industry with Ameriprise Financial as an Operations Specialist focusing on enhancing procedures and moving to a paperless environment. She also taught Introduction to Computers and Introduction to Info Systems at Hawkeye Community College. Sarah is responsible for the day to day operations of the company.

Email Sarah: 
sboyd@youritm.com

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2/10/2015

ITM & PDS Companies exhibit together

Insurance Trust Monitor and PDS Companies will exhibit together at 3 upcoming conferences. While both companies are considered experts in the field of unique and hard-to-value assets, we provide individualized solutions for your needs. Please stop by our booth so we can explain are areas of expertise and how we can help your business.

Click to see which conferences ITM and PDS will exhibit together


PDS Companies

Insurance Trust Monitor

 Unique & Hard-to-Value
asset Specialists

 TOLI Administration &
Management Solutions

  • Real Estate
  • Mineral, Oil & Gas Interests
  • Closely Held Business
  • Loans & Notes
  • Student Loans
  • Farm & Ranch
  • Timber
  • Tangible Assets
  • ILIT Administration
  • Policy Management
  • Legal Document Reviews
  • Crummey & Gift Letters
  • Policy Remediation


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2/5/2015

2015 - Upcoming Shows

We will be exhibiting at the following shows. Please stop by our booth and introduce yourself. We welcome the opportunity to talk with you about how our system can benefit your business.

Trust Advisors Forum
February 22-25th, 2015.
Pinehurst Resort
Pinehurst, NC






ABA Wealth Management & Trust Conference
March 1 - 3rd, 2015
Hyatt Regency Grand Cypress
Orlando, FL





FIRMA Training Conference
April 19 - 23rd, 2015
Omni Hotel
Nashville, TN




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1/20/2015

The ITM family continues to grow

Introducing the newest members of our staff at ITM:

Kelly Anders
Associate Trust Administrator
Kelly holds a Bachelors (BS) in Business in Management and most recently worked at CUNA Mutual as a Senior Claims Professional concentrating on processing and administering disability claims. Her previous employer was Fred Meyer Inc. in Spokane, WA as a Merchandising Manager. Kelly has 30+ years of front line customer service experience and management in retail.
 
Sarah Baish
Administrative Assistant 
Sarah joined ITM as an Administrative Assistant after graduating from the University of Northern Iowa. Though her background is in psychology and criminology, she's looking forward to learning more about trust administration. While at UNI, Sarah held many customer service-oriented positions that will help her serve as a representative of ITM, handling incoming calls and processing mail.
 
David Gonzales
Associate Trust Administrator
David spent the 6 years working in agricultural lending field while completing a degree in finance at the University of Northern Iowa. His previous experience includes 10 years working as an on-air host and sportscaster for several radio stations in Iowa, Georgia, and New York State.
 



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1/19/2015

2015 Webinar Schedule - January - March

We will once again be hosting a free educational webinar every month in 2015. 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

January - March 2015 Webinar Schedule

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1/16/2015

New Clients join ITM

We would like to welcome two new clients to Insurance Trust Monitor.

Haverford Trust Company
Radnor, PA
PH: 610.995.8700
 
Security National Bank
Springfield, OH
PH: 937.324.6800
 



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12/31/2014

Heckering Conference - Orlando 2015

If you are responsible for Irrevocable Life Insurance Trusts, stop by our booth at the
Heckerling Conference, January 12-16, 2015. Let us show you how Insurance Trust Monitor will help you manage specialty assets more efficiently and with much less risk!!!

Booth Space F
January 12th - 16th, 2015

ILITs are an important estate and tax planning instrument for your wealthy clientele. However, they offer little, if any, upside potential in comparison to the significant risk they pose to your company. Insurance Trust Monitor (ITM) has perfected a business model for managing life insurance trusts in partnership with corporate fiduciaries. If you have ILITs, you may want to seriously consider this unique opportunity. ITM is the #1 administrator and manager of insurance trusts in the country through its partnerships with two dozen institutions. ITM consistently reduces your fiduciary liability, improves client satisfaction, increases your profits and lowers your operating expense.

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8/7/2014

New Faces join the ITM Family

Welcoming our new employees at ITM!

Help us welcome our three new employees: Lora Mills, Jesse Alexander, Joan Rice



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8/7/2014

Survey Results Are In!

Insurance Trust Monitor conducted a survey that was sent to all previous webinar attendees. If you received the survey and took the time to respond - thank you for your participation.

With responses from over 100 institutions, we hope this information gives you insight into how trustees are managing Insurance Trusts. I hope you find this data helpful. If you have any questions, please contact me directly.

Click for Survey Results

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8/7/2014

Fall Webinar Schedule Released

We've released a whole new schedule for upcoming webinars. New topics, new guest speakers, new literature - You won't want to miss out. Click below to get registered today!

New Fall Webinar Schedule

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8/7/2014

Midwest Trust & Wealth Management Conference

ITM will be exhibiting at the upcoming 
Midwest Trust and Wealth Management Conference put on by the Michigan Bankers Association. The conference is scheduled for

October 6 - 8, 2014
Plymouth, Michigan



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6/24/2014

2015 Heckerling Institute on Estate Planning

We will once again be participating in the Annual Heckerling Institute on Estate Planning.

January 12 - 16th, 2015
Orlando, FL

The Heckerling Institute on Estate Planning is the national gathering place for estate planners, including attorneys, trust officers, accountants, insurance advisors, and wealth management professionals. In addition to the highest quality educational programming, attendees enjoy unparalleled networking and professional development opportunities and can review the latest in technology products and services displayed by over 100 vendors in an exhibit hall dedicated entirely to the estate planning industry.


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4/21/2014

Texas Bankers Conference


ITM will be exhibiting at the Texas Bankers 2014 Wealth Management & Trust Conference
The annual Wealth Management & Trust Conference is a must for wealth management and trust professionals throughout Texas and neighboring states. Featuring top-notch speakers and materials, continuing education credit (CTFA, CFP, CLE, CPE) and valuable networking opportunities, the event is worth every penny.

Wednesday, April 23rd - Friday, April 25, 2014

Omni Mandalay Hotel Las Colinas
221 E. Las Colinas Blvd
Irving, TX  75039

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1/8/2014

ITM will exhibit at FIRMA - April 27 - May 1st

The 28th annual
FIRMA National Risk Management Training Conference will be held April 27th - May 1st, 2014 at the Hilton Orlando Lake Buena Vista in Orlando, Florida. Please mark your calendars now and be sure to stop by our booth.

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12/19/2013

ITM exhibiting at Heckerling Conference


If you are responsible for Irrevocable Life Insurance Trusts, stop by our booth at the Heckerling Conference, January 13-17, 2014. Let us show you how Insurance Trust Monitor will help you manage specialty assets more efficiently and with much less risk!!!

Booth Space F
January 13th - 17th, 2014

ILITs are an important estate and tax planning instrument for your wealthy clientele. However, they offer little, if any, upside potential in comparison to the significant risk they pose to your company. Insurance Trust Monitor (ITM) has perfected a business model for managing life insurance trusts in partnership with corporate fiduciaries. If you have ILITs, you may want to seriously consider this unique opportunity. ITM is the #1 administrator and manager of insurance trusts in the country through its partnerships with two dozen institutions. ITM consistently reduces your fiduciary liability, improves client satisfaction, increases your profits and lowers your operating expense.

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10/25/2013

Senior Counsel hired at ITM

Jeffrey J. Seward J.D., Ph.D.

Jeffrey J. Seward joined Insurance Trust Monitor in 2013 with over 20+ years of legal and trust services experience. He is responsible for all legal affairs regarding the company. Mr. Seward earned his Bachelor of Arts degree in liberal arts and pre-law from Ohio Northern University, a Master's degree in management from the University of Nebraska, and a Juris Doctor degree from Ohio Northern University College of Law. Jeffrey is “coming home” as he started his career practicing law as an Iowa lawyer in western Iowa, before holding numerous legal and management positions in trust departments for many major banks in the United States. He is a member of numerous Estate Planning Councils nationwide, serves as a trust expert for the Technical Advisory Service for Attorneys (TASA), and holds the designation of Registered Trust and Estate Practitioner (TEP) with the Society of Trust and Estate Practitioners worldwide. Mr. Seward belongs to numerous State and Federal Bar Associations throughout the United States. He is a frequent public speaker on the subject of Wills and Trusts and has been published in various professional magazines and journals. He currently serves as an Adjunct Law Professor at Barry University School of Law, teaching courses in "Wills, Trusts, and Estates" and the "Drafting of Wills and Trusts."

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9/10/2013

Aaron Hanson acquires CLU® certification

As of Sept 1st, our own Aaron J. Hanson has earned his CLU® (Chartered Life Underwriter) accreditation. This certification means that Aaron now carries specific knowledge and training in several areas, including life insurance, pensions, taxation, finance, retirement planning, estate planning, and planning for business owners. This also means Aaron is now a financial professional who meets the educational, experience and ethical requirements established by The American College.

In order to obtain the CLU designation, Aaron was required to:

  • Take and pass eight courses administered by The American College
  • Have at least three years of qualifying full-time business experience in insurance or financial planning.
  • Pass a fitness standards and background check
  • Comply with The American College Code of Ethics and Procedures
Aaron’s efforts in improving his professional knowledge shows his dedication to increasing the already high level of service he brings to ITM clients. Please do not hesitate to call Aaron - let him help you be more effective with your clients.

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9/4/2013

Free Webinar Series - PDS Companies & ITM

A business partnership between Insurance Trust Monitor and PDS Companies that has joined forces to bring you all the tools and services you need to administer and manage unique assets and life insurance policies. We are kick-starting that partnership by offering a webinar series focused on the August 2012 Office of the Comptroller of the Currency (OCC) Comptroller's Handbook on Unique and Hard-to-Value Assets. This webinar series will help educate you further and make you even more valuable to your clients.
Click below to visit the company website for our new strategic business partnership:

PDS Companies
Monthly Learning Series Schedule

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8/7/2013

Strategic Business Partnership

Insurance Trust Monitor, Inc. (ITM) in Cedar Falls Iowa and PDS Companies, Inc. (PDS) located in Arlington Texas are pleased to announce a strategic marketing and educational alliance. We can assure you this is an alliance you can count on to provide expertise with your Unique and Hard-to-Value trust related assets.

ITM and PDS are industry leaders that have developed software and specialized services designed exclusively for fiduciaries managing unique and hard to value assets. With many of the top 25 financial institutions represented and over 500 combined clients, a collaborative marketing and educational program between ITM and PDS allows our shared client base an opportunity to take advantage of our combined expertise and experience as well as enhance services provided to support the management of life insurance, real estate, oil and gas, timber, and closely held business assets.

The trust and wealth management industry is a dynamic environment. Recognizing the ongoing challenges related to unique and hard to value asset management and the recent release of the OCC handbook governing these assets, ITM and PDS are delighted to offer an all new educational webinar series targeting key changes in compliance and regulatory guidelines along with best practices for routine management issues. In addition, free continuing education credits for CTFA and other designations will be available.

Visit the ITM and PDS websites for information regarding upcoming local and regional trust conferences, new blogs, and free continuing education webinars!

Educational Webinar Series Schedule Announcement Coming Soon!

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5/28/2013

May 29th Webinar Handbook and CEC Request Form

Use the link below to download the Webinar Handbook for the May 29th webinar titled: Life Insurance Management in a Trust Setting - Part 2. Additionally this document will include your CEC Request Form

Webinar Handbook and CEC Request Form

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4/2/2013

May 2013 Webinar - 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.

Wednesday, May 29th 1:30 p.m. - 2:30 p.m (CDT)
Register for Webinar

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2/18/2013

Life Insurance Illustrations Webinar

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.

 
Register for Webinar
Wednesday, March 20th


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2/14/2013

2013 Webinar Scheduled Announced

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.

2013 Monthly Schedule

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4/26/2012

Webinar Opportunties - Earn FREE CE credits

Register today for any of our upcoming webinars and earn up to three continuing education credits while you expand your knowledge, understanding & efficiency of Insurance Trust Administration.  We all know that managing ILITs has been cumbersome and considered risky buisness, but it doesn't have to be that way. We will show you some of the new tools we can provide to help reduce your fiduciary risk associated with ILIT administration.  Below are the webinar titles and their respective dates/times:

Life Insurance Management in a Trust Setting
Thursday: May 10th - 10:00 a.m.
Dealing with Stand-Alone Irrevocable Life Insurance Trusts
Tuesday, May 15th - 10:00 a.m.
ILIT's and the Grantor Trust Rules
Tuesday, May 22nd - 10:00 a.m.

The webinar below DOES NOT qualify for CE credit 
Is it Time to Outsource your ILIT Administration
Wednesday, May 23rd - 10:00 a.m.

Click to register for the webinars today!

View All Announcements