Full Product List

2020 Fast and Furious: Dave Alison (1st Place)
Speakers: Dave Alison, CFP, EA
Competence: | Level: | Session Rating: | Year: 2020
Categories: Marketing
2020 Fast and Furious: Jason Giorgio (3rd place)
Speakers: Jason G Giorgio, MBA, CFP, CLU
Competence: | Level: | Session Rating: | Year: 2020
Categories: Marketing
2020 Fast and Furious: Vijay Khetarpal (2nd place)
Speakers: Vijay Khetarpal, CLU, ChFC, CFP, AIF
Competence: | Level: | Session Rating: | Year: 2020
Categories: Marketing
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
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
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
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
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
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
AALU Update
Speakers:
Competence: Technical | Level: Broad | Session Rating: 4.60 | Year: 2014
Categories: Product, Regulatory
AALU Update
Speakers: Chris Foster
Competence: Technical | Level: Broad | Session Rating: | Year: 2017
Categories: Product, Regulatory
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
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
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)
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
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
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
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
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
America is at a Tipping Point… Get Your Clients off the Titanic and into the Lifeboats…
Speakers: Rebecca Walser, Tax Attorney and Wealth Maximization Advisor, Walser Wealth Management
Competence: Broad | Level: Sales | Session Rating: Insufficient Data | Year: 2020
Categories: Accumulation Planning, Retirement Income

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