Interview

In a recent conversation with Bob Morrison of Midwest Trust, Claudia Wimer and Proformex Founder, Mike Pepe, explored shifts in the ILIT market and the capabilities required to support ILITs administration at scale.

We’re grateful to Bob for sharing his perspective and collaborating with us to advance what effective ILIT administration should look like in 2026 and beyond.

Visit our YouTube channel to hear the whole conversation.