Estate Planning/Wealth Transfer

Return to Full Product List

Selected Filters:
Reset Filters

The Power of Leveraging Charitable Remainder Trust: Your Secret Weapon Against the War on Wealth (PDF PPT ONLY)
Speakers: Daniel Nigito
Competence: Technical | Level: Broad | Session Rating: 4.16 | Year: 2011
Categories: Charitable Planning/Strategies
Recording Type: Breakout Sessions
The Role of Life Insurance in Large Liquid Estates (PDF PPT ONLY)
Speakers: Michael Mingolelli, Jr., Esq.
Competence: Technical | Level: Broad | Session Rating: 4.15 | Year: 2012
Categories: Estate Planning/Wealth Transfer, Estate and Gift Tax Rule, Techniques
Recording Type: General Session
The World is Changing - Do Something More
Speakers: Lee Brower, CLU, ChFC
Competence: Skills | Level: Broad | Session Rating: 4.87 | Year: 2013
Categories: Estate Planning/Wealth Transfer, Family Matters, Multi-Generational Planning
Recording Type: General Session
Unique Solutions for Enhancing Global Wealth
Speakers: Celeste Moya, Kristin Bulat
Competence: Technical | Level: Advanced | Session Rating: 3.96 | Year: 2015
Categories: Estate Planning/Wealth Transfer, International Planning
Recording Type: General Session
Using Life Insurance to Stabilize a Portfolio
Speakers: Thomas J. Pauloski, J.D.
Competence: Sales | Level: Broad | Session Rating: 4.74 | Year: 2014
Categories: Estate Planning/Wealth Transfer, Estate and Gift Tax Rule, Legislative Changes/Developments
Recording Type: General Session
Vanderbilt Vs Rothschild
Speakers: Devang M. Patel, Sr., CFP, CLU,ChFC, LUTCF
Competence: Sales | Level: Basic | Session Rating: 4.60 | Year: 2018
Categories: Estate Planning/Wealth Transfer, Family Matters, Multi-Generational Planning
Recording Type: NED Talk
Where Have All the Large Cases Gone?
Speakers: Michael Amoia
Competence: Sales | Level: Broad | Session Rating: 4.77 | Year: 2016
Categories: Estate Planning/Wealth Transfer, Family Matters, Techniques
Recording Type: General Session
Where's the Sale in 2017
Speakers: Alan Brown
Competence: Technical | Level: Advanced | Session Rating: 4.43 | Year: 2017
Categories: Estate Planning/Wealth Transfer, Family Matters, Multi-Generational Planning
Recording Type: NED Talk
You Don't Have to Have a Multi-Millionaire To Do Your Next Successful Charitable Case
Speakers: Mike Owens, CLU, ChFC, RFC, Dwain Owens, CLU, ChFC
Competence: Sales | Level: Broad | Session Rating: 4.45 | Year: 2019
Categories: Estate Planning/Wealth Transfer, Charitable Planning/Strategies
Recording Type: Breakout Sessions
You Met Mr. and Ms. Big, What Happens Next
Speakers: Jeff Cohen
Competence: Sales | Level: Broad | Session Rating: 4.16 | Year: 2016
Categories: Estate Planning/Wealth Transfer, Estate and Gift Tax Rule, Techniques
Recording Type: NED Talk

Keyword Search

Filter products by:

Competence:

Level:

Session Rating:

Recording Type:
Year: