Business Planning

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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
Building Confidence in Times of Crisis
Speakers: Danielle Pagan, Business Insurance Consultant, Matthew Fowler, Divisional Sales Manager and Jordan Walker, Business Insurance Manager
Competence: Broad | Level: Basic | Session Rating: Insufficient Data | Year: 2020
Categories: Business Planning
Recording Type: Webinar
Business Opportunities in an Unstable Market
Speakers: Scott Conley, Jon Whitacre, Daniel C. Danese, CFP(R), CLU(R), RICP, Mike Owens, CLU, ChFC, RFC
Competence: Sales | Level: Basic | Session Rating: 3.76 | Year: 2019
Categories: Business Planning, Exit Planning and Succession
Recording Type: Industry Partners
Business Succession Planning for Clients - Q&A
Speakers: John Brown, Charles H. Baldwin, MBA, CLU, ChFC, Rick Jaye, AIF, CRC, Vincent M. D'Addona, CLU, ChFC, MSFS, AEP, RICP
Competence: Sales | Level: Broad | Session Rating: 4.44 | Year: 2018
Categories: Business Planning, Exit Planning and Succession
Recording Type: Breakout Sessions
Capitalizing on the Ripple Effect of COVID-19 Business Decisions on Executive Retirement Benefits
Speakers: Michael Fontanini, MT, CFP®, CLU®, Vice President, Advanced Sales and Design and Adam Sandahl is Senior Vice President of Corporate and Business Solutions for Lion Street.
Competence: Broad | Level: Basic | Session Rating: | Year: 2020
Categories: Business Planning, Quality Plans and Non-Qualified Executive Compensation
Recording Type: Webinar
Captive Insurance Demystified
Speakers: Randy Zipse, Wesley Sierk, III
Competence: Technical | Level: Advanced | Session Rating: 4.43 | Year: 2015
Categories: Business Planning, Captive Insurance Companies (CIC)
Recording Type: Breakout Sessions
Creative Tax and Estate Planning Ideas for Closely Held and Family Businesses and their Owner Operators
Speakers: Gary Zwick, JD, LLM., CPA
Competence: Technical | Level: Advanced | Session Rating: 4.52 | Year: 2013
Categories: Business Planning, Qualified Plans
Recording Type: Breakout Sessions
Cutting-Edge Trends in Executive Compensation
Speakers: Jamie Hebets, Jim Hebets
Competence: Sales | Level: Broad | Session Rating: 4.33 | Year: 2019
Categories: Business Planning, Non-Qualified Executive Compensation Arrangement, Deferrred Compensation
Recording Type: Breakout Sessions
Driving Value After the Sale – Business Plan Administration with Lincoln LifeComp
Speakers: Jordan Walker
Competence: Technical | Level: Broad | Session Rating: | Year: 2019
Categories: Business Planning, Non-Qualified Executive Compensation Arrangement
Recording Type: Webinar
ESOP 101: Who, What and Why an ESOP Over Other Exit Planning Options
Speakers: Rick Jaye, AIF, CRC
Competence: Technical | Level: Basic | Session Rating: 4.80 | Year: 2020
Categories: Business Planning, Qualified Plans
Recording Type: Breakout Sessions
Evaluating IUL for the AUM Advisor
Speakers: Ben Rainey, WealthPoint
Competence: Technical | Level: Broad | Session Rating: 4.46 | Year: 2021
Categories: Business Planning
Recording Type: Breakout Sessions
Executive Benefits - Industry Update and What's Working Now
Speakers: Matt P. Anderson, MBA, AIF
Competence: Technical | Level: Broad | Session Rating: 3.94 | Year: 2013
Categories: Business Planning, Non-Qualified Executive Compensation Arrangement, Deferrred Compensation
Recording Type: Breakout Sessions
Family Wealth Continuity: The Role of a Trusted Advisor
Speakers: Otis Baskin, PhD
Competence: Skills | Level: Basic | Session Rating: 4.21 | Year: 2019
Categories: Business Planning, Exit Planning and Succession
Recording Type: General Session
Giving Financial Direction and Hope in Crisis
Speakers: Angela Kennedy Robinson, CRC; Mike Owens, CLU, ChFC, RFC; Curtis Cloke, CLTC, LUTCF, RICP; James Sweeney Farmer, CLU ChFC LUTCF
Competence: Broad | Level: Basic | Session Rating: Insufficient Data | Year: 2020
Categories: Business Planning
Recording Type: Webinar
Going Beyond What the Carriers Are Telling You – What the Changing Life Insurance Landscape Really Means to Your Clients and Your Business
Speakers: Michael Amoia, JD, LLM, CLU, ChFC; Curtis Cloke, CLTC, LUTCF, RICP; Michael Fontanini, MT, CFP, CLU; Ralph Dittrich, CLU, ChFC; and Marc Schwartz, JD, CLU
Competence: Broad | Level: Basic | Session Rating: 4.50 | Year: 2020
Categories: Business Planning, Captive Insurance Products
Recording Type: Webinar
Growing Your Firm In A Crowded Market
Speakers: Chuck Van Devander, J.D., LL.M, CLU, CHFC, Chris Baker
Competence: Sales | Level: Broad | Session Rating: 3.69 | Year: 2019
Categories: Business Planning, Non-Qualified Executive Compensation Arrangement, Deferrred Compensation
Recording Type: Industry Partners
How the Upcoming Election May Change the Tax Landscape and What It Means For Your High-Net-Worth Clients
Speakers: Michael Amoia
Competence: Broad | Level: Basic | Session Rating: | Year: 2020
Categories: Business Planning
Recording Type: Webinar
How to EFFECTIVELY Use Captive Insurance Companies in Your Practice
Speakers: Wes Sierk, President and Co-Founder, Risk Management Advisors, Inc.
Competence: Broad | Level: Basic | Session Rating: 4.40 | Year: 2020
Categories: Business Planning
Recording Type: Webinar
How to Lower Your Tax Bracket in Retirement
Speakers: Jim Farmer, CLU, CHFC, LUTCF
Competence: Technical | Level: Broad | Session Rating: 4.75 | Year: 2021
Categories: Business Planning
Recording Type: Breakout Sessions
Increase Deductions, Income and Healthcare Expense Coverage with 401(h), While Reducing Risk with Life Insurance
Speakers: Jonathan Barrera
Competence: Technical | Level: Advanced | Session Rating: 3.00 | Year: 2019
Categories: Business Planning, Qualified Plans
Recording Type: Webinar

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