Full Product List

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 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
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
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
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
Recording Type: Breakout Sessions
Affordable Marketing Concepts for Middle America to the Millionaire Next Door
Speakers: Brian Byars
Competence: Technical | Level: Broad | Session Rating: 4.60 | Year: 2021
Categories: Estate Planning/Wealth Transfer
Recording Type: Breakout Sessions
Back-Loaded CLATs: A Shark’s Fin or A Fabulous Gift?
Speakers: Mark Teitelbaum, Robert D. Stuchiner, CLU, ChFC
Competence: Technical | Level: Advanced | Session Rating: 4.58 | Year: 2018
Categories: Estate Planning/Wealth Transfer, Charitable Planning/Strategies
Recording Type: Breakout Sessions
Best Practices for Increasing Revenue and Productivity (PDF PPT ONLY)
Speakers: Mayur Dalal
Competence: Skills | Level: Broad | Session Rating: 4.62 | Year: 2012
Categories: Practice Management
Recording Type: Breakout Sessions
Beyond Ratings: Looking at Financial Strength (PDF PPT ONLY)
Speakers: Lawrence J. Rybka, JD, CFP®
Competence: Technical | Level: Basic | Session Rating: 4.91 | Year: 2012
Categories: Product, Life Insurance Products, Product Comparisons
Recording Type: Breakout Sessions
Bo Eason Deep Dive: Stepping Into the Power of Your Story
Speakers: Bo Eason
Competence: Skills | Level: Basic | Session Rating: 3.82 | Year: 2020
Categories: Marketing
Recording Type: Breakout Sessions
Bon Voyage - The Nine Secrets of the Ultra Happy (PDF PPT ONLY)
Speakers: Ralph Antolino Jr.
Competence: Sales | Level: Broad | Session Rating: 4.78 | Year: 2011
Categories: Marketing
Recording Type: Breakout Sessions
Burning Questions (and Even Hotter Answers) About Grantor Trusts (PDF PPT ONLY)
Speakers: Sam Donaldson
Competence: Technical | Level: Advanced | Session Rating: 5.00 | Year: 2012
Categories: Estate Planning/Wealth Transfer, Income Tax Planning
Recording Type: Breakout Sessions
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
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
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
Create Clients for Life
Speakers: Mayur T. Dalal, MBA
Competence: Skills | Level: Basic | Session Rating: 5.00 | Year: 2020
Categories: Estate Planning/Wealth Transfer, Family Matters
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
Critical Compliance Issues for 2013
Speakers: John Huggard, JD, CFP, ChFC, CLU
Competence: Skills | Level: Broad | Session Rating: 4.72 | Year: 2013
Categories: Product, Regulatory
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

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