The Wealth Advisors Guide to Life Insurance

What Peers Have Said About the Book

This practical book performs the impossible: it demystifies life insurance!

Brad Davidson

Founder, Spardata and Managing Partner, Unique Asset Partners, LLC

Michael makes complex financial insurance contracts and scenarios understandable to all.

Duane E. Lee, II

Executive Vice President , Cannon Financial Institute

Provides the resources necessary to have meaningful conversations with…clients.

Jon B. Mendelsohn

Founder and CEO, Ashar Life Settlements and Policy Appraisals

My hat’s off to Mike for…explaining…the costs, and performance information to ask for instead of hypothetical projections.

Barry D. Flagg CFP®, CLU®, ChFC®, GFS®

President, Founder and Inventor, Veralytic

Michael's book does a fantastic job explaining what life insurance really is and how it can be useful in many situations

Joshua E. Husbands

Partner, Holland & Knight

His book takes a complicated subject and makes it incredibly simple to digest.

Jonathan Forster

Partner, BakerHostetler

There are other fine books on life insurance out there but none as concise and readable.

Bill Boersma

Founder, Owner and President, OC Consulting Group

Michael clearly demonstrated his knowledge, expertise and most importantly, his care for an industry in desperate need for authenticity and transparency.

G. Tate Groome CFP®, CLU® AEP®

Founder & Managing Partner, LifeTrust3D

About Michael Brohawn

“For over a decade I managed policies for trustees and financial institutions
across the country and it has provided me with a real-world grounding
in the use of life insurance for high-net-worth clients.”

“For over a decade I managed policies for trustees and financial institutions across the country and it has provided me with a real-world grounding in the use of life insurance for high-net-worth clients.”

After a successful stint in personal production and as an executive in a leading high-end life insurance brokerage firm, I, along with two partners, founded Insurance Trust Monitor (ITM) in 2007, the first full-service trust-owned life insurance (TOLI) outsource firm in the country. After a merger in 2015 with two other related firms, the resulting company, ITM TwentyFirst, has become the largest life insurance policy management firm in the country with over 175 team members and over two hundred clients, including some of the country's leading trust, banking, and financial firms. Currently retaining a minority ownership position, I still help out when called upon.

I developed the policy remediation process that set ITM TwentyFirst apart in the marketplace, providing trustees with a prudent process to procure and manage life insurance in a trust setting.

These same skills and processes are utilized in my work as an insurance advisor to policy owners and trustees as well as family offices, fee-based advisors, attorneys, and CPAs. I help them maximize the value of existing life insurance or procure new coverage custom fitted for a particular situation.

Throughout my career, I have enjoyed educating peers about life insurance, especially in the trust, accounting, and legal community. I was privileged to be asked to develop the life insurance curriculum at Cannon Financial Institute’s Unique and Hard to Value Assets program held on the University of Notre Dame Campus in South Bend, Indiana. I have spoken to industry associations as diverse as Top of The Table, Texas Bankers Association, Fiduciary and Risk Management Association (FIRMA), American Bankers Association (ABA), and the Life Insurance Settlement Association (LISA). At ITM TwentyFirst, I founded ITM TwentyFirst University that provided continuing education for thousands of peers. While there, I wrote The TOLI Handbook, a guide for trustees, regulators, and advisors. I have been asked to contribute to articles in industry publications, as well as the Wall Street Journal and last year wrote my first book, The Wealth Advisors Guide to Life Insurance.

Born and raised in Maryland, there will always be a fondness for the beauty of the Eastern Shore of Maryland, though I now enjoy living in Florida, a stone's throw from the Atlantic with my wife, Kathy.

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