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Influence and Collaboration: The Keys To Success
Speakers: Jim Motroni
Competence: Technical | Level: Broad | Session Rating: 4.39 | Year: 2017
Categories:
Recording Type: General Session
Insider Information About Long Term Care Insurance; What You Need to Know to Advise Your Clients
Speakers: Margie Barrie
Competence: Broad | Level: Basic | Session Rating: 4.30 | Year: 2020
Categories: Product, Long Term Care
Recording Type: Webinar
Intergenerational Split-Dollar; The Morrissette Case – a Taxpayer Victory
Speakers: James McNair, Senior Tax Partner
Competence: Technical | Level: Advanced | Session Rating: 4.00 | Year: 2018
Categories: Estate Planning/Wealth Transfer, Private Split Dollar
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
Is there Life (Insurance) After Secondary Guarantees?
Speakers: Chuck Van Devander, JD, LLM, CLU, ChFC
Competence: Technical | Level: Broad | Session Rating: 4.04 | Year: 2013
Categories: Product, Life Insurance Products, Product Comparisons
Recording Type: General Session
It's 2011: What Happens Now? (PDF PPT ONLY)
Speakers: Jonathan M. Forster, Martin Kalb
Competence: Technical | Level: Broad | Session Rating: 4.61 | Year: 2011
Categories: Leadership
Recording Type:
It's All About the Why
Speakers: Al Gibbons
Competence: Skills | Level: Broad | Session Rating: 4.70 | Year: 2016
Categories: Practice Management
Recording Type: NED Talk
It's One Year After Tax Reform, Now What? 3 1/2 Legacy Planning Ideas to Share with Your Clients
Speakers: Michael Amoia
Competence: Technical | Level: Broad | Session Rating: 5.00 | Year: 2019
Categories: Estate Planning/Wealth Transfer, Estate and Gift Tax Rule, Techniques
Recording Type: Webinar
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
Leaders & Legends
Speakers: David J. Downey, Howard Silverman, CLU, ChFC, CAP, Robert C. Slane, AEP, CLU, Stephen O. Rothschild, CLU, ChFC, CRC, RFC, WGS
Competence: Skills | Level: Broad | Session Rating: 4.91 | Year: 2013
Categories: Leadership
Recording Type: General Session
Leaders & Legends
Speakers: Clarke Langrall, Jr. CEPA, LUTCF, D. Scott Brennan, Gerald P. R. Sacks, Todd Healy, MSW, CLU, ChFC, AEP
Competence: Sales | Level: Basic | Session Rating: 4.84 | Year: 2014
Categories: Leadership
Recording Type: General Session
Leaders and Legends (PDF PPT ONLY)
Speakers:
Competence: Skills | Level: Basic | Session Rating: 4.61 | Year: 2012
Categories: Leadership
Recording Type: General Session
Leadership Communication: Develop, Deliver, Connect
Speakers: Jeff Lanza
Competence: Sales | Level: Broad | Session Rating: 4.76 | Year: 2014
Categories: Leadership
Recording Type: General Session
Leadership Lessons From a Retired Navy SEAL (PDF PPT ONLY)
Speakers: Admiral Ray Smith
Competence: Skills | Level: Broad | Session Rating: 4.92 | Year: 2012
Categories: Leadership
Recording Type: Breakout Sessions
Learn an Easy-to-Implement Advice Delivery System That Creates Urgency, Avoids Client Procrastination and Differentiates Your Firm
Speakers: Chuck Hollander
Competence: Skills | Level: Broad | Session Rating: 4.67 | Year: 2019
Categories: Practice Management
Recording Type: Webinar
Learn the Language, Perfect the Product
Speakers: Curtis Cloke, Tom Hegna
Competence: Sales | Level: Broad | Session Rating: 4.74 | Year: 2017
Categories: Product, Annuities
Recording Type: General Session
Leveraging PR for Business Growth
Speakers: Brian N. Byars
Competence: Skills | Level: Basic | Session Rating: 4.30 | Year: 2018
Categories: Marketing
Recording Type: NED Talk
Leveraging Social Media - How to Use Twitter, Linkedin, and Facebook (PDF PPT ONLY)
Speakers: David Steel
Competence: Sales | Level: Broad | Session Rating: 4.38 | Year: 2011
Categories: Technology, Social Media
Recording Type: Breakout Sessions
Leveraging Software & the Internet to Improve Prospecting for A+ "Clientele" (PDF PPT ONLY)
Speakers: Kip Gregory
Competence: Sales | Level: Basic | Session Rating: 4.75 | Year: 2011
Categories: Technology, Social Media
Recording Type: General Session
Levy-isms for Success (PDF PPT ONLY)
Speakers: Leon L. Levy, Victor S. Levy
Competence: Sales | Level: Basic | Session Rating: 4.77 | Year: 2011
Categories: Practice Management
Recording Type: Breakout Sessions

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