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Non-Qualified Benefits Panel on Basic Legal and Government Requirements and Plan Designs (PDF PPT ONLY)


Non-Qualified Defined Benefit Plans – The Comeback Begins


Not the Same Old Life Story


Not Your Average Business Succession Plan: What I Have Learned from Working with a Family for Three Years on Their Buy-Sell Planning


Now What? It is 2021, and Last Year Was A Hell of a Year


Opening Keynote: Living a Life of Significance


Out of the Estate but Not Out of Reach – Flexible Trust Funding Techniques Providing Indirect Future Access


Out-of-the-Box Thinking: Life Insurance Sales Ideas


Panel Discussion: Life Settlements Make a Comeback!


Parent and Grandparent Life Insurance Gifting: Unique Uses of this Tax-Advantaged Property


Per Stirpes or Per Capita


Philanthropic Planning: Where Do We Go From Here?


Plan Designs for Today and Tomorrow


Planning Beyond the Basics When Working with Large Real Estate Clients


Planning for Today's Family


Planning Strategies for the Middle Class and Middle Class Millionaires


Planning Techniques Using Captives, From a Life Insurance Agent's Perspective (PDF PPT ONLY)


Planning Under the Secure Act


Post-Election Planning: What Producers Should Be Recommending To Their Upscale and Business Owner


Powerful New Dyanmic Annuity Strategies You Want to Know (PDF PPT ONLY)


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