Accumulation Planning with Life Insurance
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Three ways to Position VUL You May Not Have Thought Of with Lion Street Financial
Speakers
: Michael Fontanini, VP Advanced Sales and Design
Competence:
Broad |
Level:
Basic |
Session Rating:
|
Year:
2020
Categories:
Recording Type:
Webinar
2020 Fast and Furious: Dave Alison (1st Place)
Speakers
: Dave Alison, CFP, EA
Competence:
|
Level:
|
Session Rating:
|
Year:
2020
Categories:
Marketing
Recording Type:
Fast and Furious
2020 Fast and Furious: Jason Giorgio (3rd place)
Speakers
: Jason G Giorgio, MBA, CFP, CLU
Competence:
|
Level:
|
Session Rating:
|
Year:
2020
Categories:
Marketing
Recording Type:
Fast and Furious
2020 Fast and Furious: Vijay Khetarpal (2nd place)
Speakers
: Vijay Khetarpal, CLU, ChFC, CFP, AIF
Competence:
|
Level:
|
Session Rating:
|
Year:
2020
Categories:
Marketing
Recording Type:
Fast and Furious
2020 Fast and Furious: What's Your Sales Idea?
Speakers
: Angela Kennedy Robinson, CRC; Ben Kronish, CLU,ChFC,CASL; Stephen M. Thaler, CLU, AEP
Competence:
|
Level:
|
Session Rating:
|
Year:
2020
Categories:
Marketing
Recording Type:
Fast and Furious
A Balancing Act for Your Clients: Planning for Longevity, Flexibility, and Taxes with Qualified Plans
Speakers
: Michael Amoia
Competence:
Technical |
Level:
Advanced |
Session Rating:
4.79 |
Year:
2015
Categories:
Accumulation Planning with Life Insurance
,
Retirement Income Planning
Recording Type:
General Session
A Case for Variable Life Revisited
Speakers
: Lawrence J. Rybka, JD, CFP
Competence:
Technical |
Level:
Broad |
Session Rating:
4.78 |
Year:
2018
Categories:
Product
,
Life Insurance Products
,
Product Comparisons
Recording Type:
Breakout Sessions
A Fresh New Look At The Investment Merits Of Life Insurance...Back To The Future
Speakers
: Robert Stuchiner
Competence:
Technical |
Level:
Broad |
Session Rating:
4.32 |
Year:
2016
Categories:
Product
,
Life Insurance Products
,
Product Comparisons
Recording Type:
NED Talk
A New Paradigm Shift - Executive Benefits and Business Planning Applications with Global Indexed Ul (PDF PPT ONLY)
Speakers
: Dave Wilken, Joel Hummel, Randy Kemnitz
Competence:
Sales |
Level:
Broad |
Session Rating:
4.08 |
Year:
2011
Categories:
Product
,
New Products
Recording Type:
General Session
A Second Look - Estate Planning Using Trust Protectors (PDF PPT ONLY)
Speakers
: Carl Waldman
Competence:
Technical |
Level:
Advanced |
Session Rating:
4.24 |
Year:
2011
Categories:
Estate Planning/Wealth Transfer
,
Trust Planning
Recording Type:
Breakout Sessions
AALU Update
Speakers
:
Competence:
Technical |
Level:
Broad |
Session Rating:
4.60 |
Year:
2014
Categories:
Product
,
Regulatory
Recording Type:
General Session
AALU Update
Speakers
: Chris Foster
Competence:
Technical |
Level:
Broad |
Session Rating:
|
Year:
2017
Categories:
Product
,
Regulatory
Recording Type:
General Session
Accelerating Professional Growth and Knowing How to Get Out of Your Own Way
Speakers
: Deb Knupp
Competence:
Sales |
Level:
Basic |
Session Rating:
4.37 |
Year:
2013
Categories:
Practice Management
Recording Type:
Breakout Sessions
Accountantneze: A Marketing Method For Those Who Are Terrible Prospectors
Speakers
: Robert N. Cohen, CLU, ChFC, QPA, AIF
Competence:
Sales |
Level:
Basic |
Session Rating:
4.20 |
Year:
2019
Categories:
Marketing
Recording Type:
NED Talk
Advanced Captive Insurance Strategies for Successful Business Owners
Speakers
: R. Wesley Sierk, III, ACI, ARM, ChFC
Competence:
Technical |
Level:
Broad |
Session Rating:
4.80 |
Year:
2019
Categories:
Business Planning
,
Captive Insurance Companies (CIC)
Recording Type:
Breakout Sessions
Advanced: It's One Year After Tax Reform, Now What...5 ½ Ideas to Share with Your Clients
Speakers
: Michael F. Amoia, J.D., LL.M, CLU, ChFC
Competence:
Technical |
Level:
Advanced |
Session Rating:
4.39 |
Year:
2019
Categories:
Estate Planning/Wealth Transfer
,
Estate and Gift Tax Rule
,
Techniques
Recording Type:
General Session
Advancements in Medicine and the Impact on Your Business
Speakers
: Dr. John Greene, Chief Medical Director, Gonzalo M. Garcia, CLU
Competence:
Technical |
Level:
Basic |
Session Rating:
4.05 |
Year:
2019
Categories:
Product
,
Underwriting
Recording Type:
Industry Partners
Advisor Succession Planning Panel
Speakers
: Angela Kennedy Robinson CRC®, John Gilliam, Jim Kennedy CRC®, CMFC®, LUTCF , Tony M. Ashton, CLU, RFC, Daniel Zeplain, Cary B. Stamp, CFP, CDFA, AIF, CAP, AEP
Competence:
Technical |
Level:
Broad |
Session Rating:
4.67 |
Year:
2019
Categories:
Practice Management
Recording Type:
Breakout Sessions
Advisor Succession Planning Panel Part II
Speakers
: Anthony Bird, Daneil Zeplain, Jim Kennedy, John Gilliam, Tony Ashton
Competence:
Skills |
Level:
Basic |
Session Rating:
3.17 |
Year:
2019
Categories:
Practice Management
Recording Type:
Webinar
Alzheimer's Disease: What you don't know can hurt you
Speakers
: Robert Pokorski, M.D.
Competence:
Technical |
Level:
Basic |
Session Rating:
4.49 |
Year:
2013
Categories:
Product
,
Long Term Care
Recording Type:
General Session
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