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
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 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
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
Advanced: It's One Year After Tax Reform, Now What...5 ½ Ideas to Share with Your Clients
Speakers
: Michael F. Amoia, J.D., LL.M, CLU, ChFC
Competence:
Technical |
Level:
Advanced |
Session Rating:
4.39 |
Year:
2019
Categories:
Estate Planning/Wealth Transfer
,
Estate and Gift Tax Rule
,
Techniques
Recording Type:
General Session
AG 49-A & The Future of Indexed Crediting PPT
Speakers
: Bobby Samuelson
Competence:
Technical |
Level:
Broad |
Session Rating:
|
Year:
2021
Categories:
Product
Recording Type:
General Session
Alzheimer's Disease: What you don't know can hurt you
Speakers
: Robert Pokorski, M.D.
Competence:
Technical |
Level:
Basic |
Session Rating:
4.49 |
Year:
2013
Categories:
Product
,
Long Term Care
Recording Type:
General Session
And the Clients Went Wild! (PDF PPT ONLY)
Speakers
: Maribeth Kuzmeski
Competence:
Sales |
Level:
Basic |
Session Rating:
4.83 |
Year:
2011
Categories:
Technology
,
Social Media
Recording Type:
General Session
Are you Covered? Looking at Current Agent Litigation and Producer E&O
Speakers
: Perry Even, Stephen C. Baker
Competence:
Sales |
Level:
Basic |
Session Rating:
4.60 |
Year:
2013
Categories:
Practice Management
Recording Type:
General Session
Back to the Future - Using Techniques from the Past (PDF PPT ONLY)
Speakers
: James Monteverde
Competence:
Technical |
Level:
Advanced |
Session Rating:
4.58 |
Year:
2011
Categories:
Estate Planning/Wealth Transfer
,
Income Tax Planning
Recording Type:
General Session
Best Forum Study Group Ideas (PDF PPT ONLY)
Speakers
: Alan C. Kifer, Kenneth Byers, Stuart Farber
Competence:
Technical |
Level:
Advanced |
Session Rating:
4.67 |
Year:
2012
Categories:
Estate Planning/Wealth Transfer
,
Charitable Planning/Strategies
Recording Type:
General Session
Best Ideas from 2012 Study Groups
Speakers
: Albert Gibbons, Chuck Baldwin, Justin Smith
Competence:
Technical |
Level:
Broad |
Session Rating:
|
Year:
2013
Categories:
Estate Planning/Wealth Transfer
,
Family Matters
Recording Type:
General Session
Best Ideas from the 2013 Study Group and Fast & Furious - Todd Healy, CLU, ChFC, AEP, HealyPartners; Howard Sharfman, Schwartz Benefit Services; Alan C. Kifer, L.I.F.E. Services, LLC; Michael Amoia, JD, LLM (Tax), CFP, CLU, ChFC, Crump Life Insurance
Speakers
: Alan C. Kifer, Howard Sharfman, Michael Amoia, JD, LLM (Tax), CFP, CLU, ChFC, Todd Healy, MSW, CLU, ChFC, AEP
Competence:
Sales |
Level:
Broad |
Session Rating:
4.86 |
Year:
2014
Categories:
Marketing
Recording Type:
General Session
Best Ideas from the 2014 Study Group and Fast and Furious Session
Speakers
: Jeffrey Palmer, John W. Wheeler, Warren Steinborn
Competence:
Sales |
Level:
Advanced |
Session Rating:
4.96 |
Year:
2015
Categories:
Marketing
Recording Type:
General Session
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