2/27/2014 – PDS and ITM TOGETHER again. Further educating the Industry in 2014.

PDS Companies and Insurance Trust Monitor joined forces in 2013 to bring you all the tools and services you need to administer and manage unique assets and life insurance policies. Well we are at it again in 2014, and will be offering another free webinar series.  This webinar series will continue to help educate you further and make you even more valuable to your clients.

There will also be CTFA and CFP® continuing education credits.

Click here to get more information and the list of webinars for 2014.

Advertisements

9/4/2013 – PDS and ITM TOGETHER. Educating the Industry.

A business partnership between PDS Companies and Insurance Trust Monitor 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 free 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 here for a list of the remaining webinars for 2013.

8/9/2013 – PDS Companies Creates Strategic Business Partnership with Insurance Trust Monitor, Inc.

PDS Companies, Inc. (PDS) located in Arlington Texas and Insurance Trust Monitor, Inc. (ITM) in Cedar Falls Iowa 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.

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

Educational Webinar Series Schedule Announcement Coming Soon!