Accumulation Planning with Life Insurance

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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
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
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 with Life Insurance, Retirement Income
Recording Type: Webinar
Beyond the Pale: Too Hot to Handle Sales Ideas
Speakers: Michael Amoia
Competence: Technical | Level: Broad | Session Rating: 4.82 | Year: 2015
Categories: Accumulation Planning with Life Insurance, Retirement Income Planning
Recording Type: General Session
Changing the Dialogue - A Different Way to Talk with Clients and Advisors about Planning
Speakers: Eleanor I. Johnson, CPA, CLU
Competence: Sales | Level: Broad | Session Rating: 4.53 | Year: 2014
Categories: Accumulation Planning with Life Insurance, Life Insurance as an Asset Class
Recording Type: Breakout Sessions
Control Your Taxes, Maximize Your Wealth
Speakers: Rebecca Walser, JD, LLM, CFP
Competence: Sales | Level: Basic | Session Rating: 4.00 | Year: 2020
Categories: Accumulation Planning with Life Insurance, Life Insurance as an Asset Class
Recording Type: Breakout Sessions
Countering the Effects of Market Volatility on College Planning
Speakers: John W. Wheeler, Jr,
Competence: Sales | Level: Basic | Session Rating: 4.76 | Year: 2017
Categories: Accumulation Planning with Life Insurance, Life Insurance as an Asset Class
Recording Type: NED Talk
De-Risking Retirement Using Permanent Life Insurance
Speakers: Gonzalo M. Garcia, CLU
Competence: Sales | Level: Broad | Session Rating: 4.17 | Year: 2019
Categories: Accumulation Planning with Life Insurance, Retirement Income Planning
Recording Type: NED Talk
Expanding What's Possible by Financing a LIRP
Speakers: Mike Seltzer
Competence: Sales | Level: Broad | Session Rating: | Year: 2019
Categories: Accumulation Planning with Life Insurance, Premium Finance
Recording Type: Webinar
Finding Dollars to Purchase Life Insurance in a Difficult Case: Generating Income Tax Deductions
Speakers: Jon Forster, Partner, Baker & Hostetler LLP & John DeStefano.
Competence: Broad | Level: Basic | Session Rating: 4.90 | Year: 2020
Categories: Accumulation Planning with Life Insurance
Recording Type: Webinar
Hedging Market Volatility in Retirement Planning
Speakers: John W. Wheeler, Jr, CFP, CLU, ChFC, CRPC, LUTCF
Competence: Sales | Level: Broad | Session Rating: 4.81 | Year: 2019
Categories: Accumulation Planning with Life Insurance, Retirement Income Planning
Recording Type: NED Talk
How to Use Quantitative Analysis to Motivate Clients to Use Life Insurance (PDF PPT ONLY)
Speakers: Ken Masters
Competence: Technical | Level: Broad | Session Rating: 4.43 | Year: 2012
Categories: Accumulation Planning with Life Insurance, Life Insurance as an Asset Class
Recording Type: Breakout Sessions
Improving (Risk – Adjusted) Returns in a Portfolio Using Life Insurance
Speakers: Christian Kaplan
Competence: Technical | Level: Advanced | Session Rating: 4.50 | Year: 2018
Categories: Accumulation Planning with Life Insurance, Life Insurance as an Asset Class
Recording Type: General Session
Manage Markets, Not Stock. Replacing Your Renewals with Growing Trails (PDF PPT ONLY)
Speakers: Guy Baker
Competence: Technical | Level: Broad | Session Rating: 4.67 | Year: 2012
Categories: Accumulation Planning with Life Insurance, Life Insurance as an Asset Class
Recording Type: Breakout Sessions
NED Talk: Challenging The Wisdom of Convention: An Overview of How the Financial Services Industry Gets it Wrong
Speakers: Rebecca Walser, JD, LLM, CFP
Competence: Sales | Level: Basic | Session Rating: 3.41 | Year: 2020
Categories: Accumulation Planning with Life Insurance, Retirement Income Planning
Recording Type: NED Talk
NED Talk: The Tax Management Journey
Speakers: Dave Alison, CFP, EA
Competence: Sales | Level: Basic | Session Rating: 4.83 | Year: 2020
Categories: Accumulation Planning with Life Insurance, Retirement Income Planning
Recording Type: NED Talk
Out-of-the-Box Thinking: Life Insurance Sales Ideas
Speakers: James J. Silbernagel, LUTCF, CFP
Competence: Sales | Level: Basic | Session Rating: 4.17 | Year: 2019
Categories: Accumulation Planning with Life Insurance, Retirement Income Planning
Recording Type: NED Talk
Planning Strategies for the Middle Class and Middle Class Millionaires
Speakers: James J. Silbernagel, Jason L Smith
Competence: Sales | Level: Broad | Session Rating: 4.82 | Year: 2017
Categories: Accumulation Planning with Life Insurance, Retirement Income Planning
Recording Type: NED Talk
Premium Financing in Two Un-Tapped Markets: Life Insurance for Retirement Planning (LIRP) and Premium Financing for the Foreign National Market
Speakers: Michael S. Seltzer, CLU, ChFC
Competence: Sales | Level: Basic | Session Rating: 3.70 | Year: 2019
Categories: Accumulation Planning with Life Insurance, Premium Finance
Recording Type: General Session
Tax Cuts and Jobs Act Opportunities for Qualified Money
Speakers: Mary Read, Read, Ms.
Competence: Sales | Level: Broad | Session Rating: 4.69 | Year: 2019
Categories: Accumulation Planning with Life Insurance, Retirement Income Planning
Recording Type: General Session

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