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Split Dollar: Why You Should Still Use It, and When You Shouldn’t


State-of-the-Art Life Insurance Planning for UHNW Clients


Step Back and Take Your Life Insurance IQ


Strategies Used to Support Life Insurance to Pay Estate Tax Liabilities (PDF PPT ONLY)


Succession (Insurance's All in the Family Version)


Succession Planning in the Real World is Hard


Succession Planning: Been There, Done That


Succession, Four Years = Light Speed


Tax and Budget Policy in the New Congress (PDF PPT ONLY)


Tax Cuts and Jobs Act Opportunities for Qualified Money


Tax Cuts and Jobs Act Opportunities for Qualified Money – A Distribution Solution


Tech Tools to Increase Efficiency and Profitability


Technology & Life Insurance…Yes, It Works!


Technology Sharing: What Are You Using that Makes Your Business Better?


Technology Sharing: What Are You Using that Makes Your Business Better? (Part 2)


The "New" Pru - Life After Product & Distribution Integration


The 1.2% Factor (PDF PPT ONLY)


The 7 C's: How a Main Stage Presentation this Morning Was Created and Then Improved


The Art of Meaningful Conversation


The Battle of Annuities & Retirement Income Guarantees


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