Accumulation Planning with Life Insurance
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Insurance Products
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Full Product List
How to Turbo Charge an In-Force Policy and Sell New Insurance at the Same Time
Speakers
: Robert Stuchiner, CLU, CHFC & Rick Calderon, MAS Advisors, LLC
Competence:
Technical |
Level:
Basic |
Session Rating:
4.42 |
Year:
2021
Categories:
Accumulation Planning with Life Insurance
,
Life Insurance as an Asset Class
Recording Type:
General Session
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
2021 Fast and Furious: Brian Sak (3rd Place)
Speakers
: Brian Sak
Competence:
Skills |
Level:
Basic |
Session Rating:
|
Year:
2021
Categories:
Marketing
Recording Type:
General Session
2021 Fast and Furious: Ed Thauer (2nd Place)
Speakers
: Ed Thauer
Competence:
Skills |
Level:
Basic |
Session Rating:
|
Year:
2021
Categories:
Marketing
Recording Type:
General Session
2021 Fast and Furious: Vijay Khetarpal (1st Place)
Speakers
: Vijay Khetarpal
Competence:
Skills |
Level:
Basic |
Session Rating:
|
Year:
2021
Categories:
Marketing
Recording Type:
General Session
2021 Fast and Furious: What's Your Sales Idea?
Speakers
: Fast and Furious Judges: Dave Alison (last year's winner) Jim Farmer Jim Silbernagel
Competence:
Skills |
Level:
Basic |
Session Rating:
|
Year:
2021
Categories:
Product
Recording Type:
General Session
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 Professional Approach to Earning Referrals
Speakers
: Dan Allison, Brokers Clearing House, LTD.
Competence:
Technical |
Level:
Basic |
Session Rating:
4.75 |
Year:
2021
Categories:
Marketing
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
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