Life Insurance as an Asset Class

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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
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
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
Using High Cash Value Life Insurance as a Cash Alternative
Speakers: Tony Martin
Competence: Technical | Level: Broad | Session Rating: 4.03 | Year: 2016
Categories: Accumulation Planning with Life Insurance, Life Insurance as an Asset Class
Recording Type: NED Talk

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