Business Planning
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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:
Qualified Plans
Recording Type:
Webinar
Individual Life & LTD Products on a Multi-Life Platform
Speakers
: Dana M. Mikstay, CLU
Competence:
Sales |
Level:
Basic |
Session Rating:
4.50 |
Year:
2020
Categories:
Business Planning
,
Key Person (Life and DI)
Recording Type:
Breakout Sessions
IRC 199A Final Regulation: Highlights, Challenges, and Complexity
Speakers
: Carolyn Smith
Competence:
Technical |
Level:
Broad |
Session Rating:
4.25 |
Year:
2019
Categories:
Business Planning
Recording Type:
General Session
Know Your Story®
Speakers
: TIm McFarland, Tim Young
Competence:
Skills |
Level:
Basic |
Session Rating:
3.85 |
Year:
2019
Categories:
Business Planning
,
Exit Planning and Succession
Recording Type:
Industry Partners
Lincoln LifeComp® Business Life Insurance Plan Administration
Speakers
: Jordan V. Walker
Competence:
Technical |
Level:
Broad |
Session Rating:
3.56 |
Year:
2020
Categories:
Business Planning
,
Non-Qualified Executive Compensation Arrangement
Recording Type:
General Session
New Normal
Speakers
: Larry Rybka, JD, CFP
Competence:
Technical |
Level:
Broad |
Session Rating:
4.55 |
Year:
2021
Categories:
Business Planning
Recording Type:
Breakout Sessions
Non-Qualified Benefits Panel on Basic Legal and Government Requirements and Plan Designs (PDF PPT ONLY)
Speakers
: Henry Smith, Matt Schiff, Norm Winer
Competence:
Technical |
Level:
Advanced |
Session Rating:
|
Year:
2012
Categories:
Business Planning
,
Non-Qualified Executive Compensation Arrangement
,
Section 162 Bonus Arrangements
Recording Type:
Breakout Sessions
Non-Qualified Defined Benefit Plans – The Comeback Begins
Speakers
: Dave Graham, MBA, JD, LLM, CLU, ChFC, Vice President, Global Atlantic Financial Group
Competence:
Broad |
Level:
Technical |
Session Rating:
4.30 |
Year:
2020
Categories:
Business Planning
,
Non-Qualified Executive Compensation Arrangement
,
Deferred Compensation
Recording Type:
Webinar
Not Your Average Business Succession Plan: What I Have Learned from Working with a Family for Three Years on Their Buy-Sell Planning
Speakers
: Michael F. Amoia, J.D., LL.M, CLU, ChFC
Competence:
Sales |
Level:
Broad |
Session Rating:
4.65 |
Year:
2020
Categories:
Business Planning
,
Exit Planning and Succession
Recording Type:
General Session
Now What? It is 2021, and Last Year Was A Hell of a Year
Speakers
: Michael Amoia, J.D., LL.M, CLU, CHFC
Competence:
Technical |
Level:
Broad |
Session Rating:
4.75 |
Year:
2021
Categories:
Business Planning
Recording Type:
Breakout Sessions
Planning Techniques Using Captives, From a Life Insurance Agent's Perspective (PDF PPT ONLY)
Speakers
: Michael J. O'Donnel
Competence:
Technical |
Level:
Advanced |
Session Rating:
4.56 |
Year:
2012
Categories:
Business Planning
,
Captive Insurance Companies (CIC)
Recording Type:
Breakout Sessions
Putting Business Owner Exit Planning in your Practice (PDF PPT ONLY)
Speakers
: Clarke Langrall, Jr. CEPA, LUTCF
Competence:
Sales |
Level:
Basic |
Session Rating:
4.23 |
Year:
2011
Categories:
Business Planning
,
Exit Planning and Succession
Recording Type:
General Session
Saturday Super Session: Business Succession Planning for Clients
Speakers
: Vincent M. D'Addona, CLU, ChFC, MSFS, AEP, RICP, Charles H. Baldwin, MBA, CLU, ChFC, Rick Jaye, AIF, CRC, John Brown
Competence:
Sales |
Level:
Broad |
Session Rating:
4.64 |
Year:
2018
Categories:
Business Planning
,
Exit Planning and Succession
Recording Type:
General Session
Section 79 - Better Than Ever (PDF PPT ONLY)
Speakers
: Brian Hartstein, Kenneth Hartstein
Competence:
Sales |
Level:
Broad |
Session Rating:
4.67 |
Year:
2012
Categories:
Business Planning
,
Key Person (Life and DI)
Recording Type:
Breakout Sessions
Split Dollar Is the Key to Unlocking Big Cases
Speakers
: Jon Whitacre
Competence:
Sales |
Level:
Broad |
Session Rating:
4.56 |
Year:
2019
Categories:
Business Planning
,
Non-Qualified Executive Compensation Arrangement
,
Split Dollar
Recording Type:
Webinar
Succession Planning in the Real World is Hard
Speakers
: Michael Amoia, J.D., LL.M, CLU, ChFC, SVP of Advanced Sales, Crump Life Insurance Sales
Competence:
Broad |
Level:
Basic |
Session Rating:
|
Year:
2020
Categories:
Business Planning
,
Buy-Sell Arrangements
Recording Type:
Webinar
The Intersection of Tax Savings and Life Insurance: Uncle Sam Provides Premium Dollars for Liquidity Planning
Speakers
: Tim McFarland
Competence:
Technical |
Level:
Basic |
Session Rating:
4.00 |
Year:
2020
Categories:
Business Planning
,
Non-Qualified Executive Compensation Arrangement
Recording Type:
General Session
The Tax Management Journey
Speakers
: Dave Alison, Founder and CEO of Alison Wealth Management and EVP of C2P Enterprises
Competence:
Broad |
Level:
Basic |
Session Rating:
4.73 |
Year:
2020
Categories:
Business Planning
Recording Type:
Webinar
The Tough Questions for Business Exit Strategy Planning
Speakers
: Wayne D. Minich, CLU, ChFC
Competence:
Sales |
Level:
Broad |
Session Rating:
4.74 |
Year:
2018
Categories:
Business Planning
,
Exit Planning and Succession
Recording Type:
Breakout Sessions
Top Rated Presentation from Forum MAX: Business Owner Exit and Retirement Strategy
Speakers
: John W. Wheeler, Jr, CFP, CLU, ChFC, CRPC, LUTCF, LACP
Competence:
Sales |
Level:
Broad |
Session Rating:
4.73 |
Year:
2020
Categories:
Business Planning
,
Exit Planning and Succession
Recording Type:
General Session
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