Accumulation Planning with Life Insurance
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Full Product List
A New Paradigm Shift - Executive Benefits and Business Planning Applications with Global Indexed Ul (PDF PPT ONLY)
Speakers
: Dave Wilken, Joel Hummel, Randy Kemnitz
Competence:
Sales |
Level:
Broad |
Session Rating:
4.08 |
Year:
2011
Categories:
Product
,
New Products
Recording Type:
General Session
A Second Look - Estate Planning Using Trust Protectors (PDF PPT ONLY)
Speakers
: Carl Waldman
Competence:
Technical |
Level:
Advanced |
Session Rating:
4.24 |
Year:
2011
Categories:
Estate Planning/Wealth Transfer
,
Trust Planning
Recording Type:
Breakout Sessions
And the Clients Went Wild! (PDF PPT ONLY)
Speakers
: Maribeth Kuzmeski
Competence:
Sales |
Level:
Basic |
Session Rating:
4.83 |
Year:
2011
Categories:
Technology
,
Social Media
Recording Type:
General Session
Back to the Future - Using Techniques from the Past (PDF PPT ONLY)
Speakers
: James Monteverde
Competence:
Technical |
Level:
Advanced |
Session Rating:
4.58 |
Year:
2011
Categories:
Estate Planning/Wealth Transfer
,
Income Tax Planning
Recording Type:
General Session
Bon Voyage - The Nine Secrets of the Ultra Happy (PDF PPT ONLY)
Speakers
: Ralph Antolino Jr.
Competence:
Sales |
Level:
Broad |
Session Rating:
4.78 |
Year:
2011
Categories:
Marketing
Recording Type:
Breakout Sessions
Bullet Proofing LLCs and FLPs (PDF PPT ONLY)
Speakers
: John Porter
Competence:
Technical |
Level:
Advanced |
Session Rating:
4.44 |
Year:
2011
Categories:
Estate Planning/Wealth Transfer
,
Trust Planning
Recording Type:
General Session
How to Use Leading-edge Case Design and Sales Strategies to Build a Business and Impress Clients and Advisors (PDF PPT ONLY)
Speakers
: Bobby Samuelson, Howard Sharfman
Competence:
Technical |
Level:
Advanced |
Session Rating:
4.67 |
Year:
2011
Categories:
Product
,
Life Insurance Products
,
Product Comparisons
Recording Type:
Breakout Sessions
How Well Do You Know Insurance Products? (PDF PPT ONLY)
Speakers
: Laurence E. Herman
Competence:
Technical |
Level:
Broad |
Session Rating:
4.47 |
Year:
2011
Categories:
Product
,
Life Insurance Products
,
Product Comparisons
Recording Type:
Breakout Sessions
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:
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
Life Insurance as an Asset Class (PDF PPT ONLY)
Speakers
: Richard M. Weber
Competence:
Technical |
Level:
Broad |
Session Rating:
4.63 |
Year:
2011
Categories:
Product
,
Life Insurance Products
,
Product Comparisons
Recording Type:
Breakout Sessions
Life Insurance Products - "Tips," "Tricks" & "Quirks" (PDF PPT ONLY)
Speakers
: Chris Baker
Competence:
Other |
Level:
Basic |
Session Rating:
4.33 |
Year:
2011
Categories:
Product
,
Life Insurance Products
,
Product Comparisons
Recording Type:
Breakout Sessions
Make Underwriting a Success (PDF PPT ONLY)
Speakers
: Jack Cotlar
Competence:
Skills |
Level:
Basic |
Session Rating:
4.33 |
Year:
2011
Categories:
Product
,
Underwriting
Recording Type:
Breakout Sessions
New Hampshire - The Preferred Situs for Perpetual Trusts (PDF PPT ONLY)
Speakers
: Charles H. Baldwin, Joseph F. McDonald, III
Competence:
Technical |
Level:
Broad |
Session Rating:
|
Year:
2011
Categories:
Estate Planning/Wealth Transfer
,
Trust Planning
Recording Type:
Breakout Sessions
New Opportunities in Existing CRTs (PDF PPT ONLY)
Speakers
: Evan Unzelman, James Dyer
Competence:
Technical |
Level:
Broad |
Session Rating:
4.59 |
Year:
2011
Categories:
Estate Planning/Wealth Transfer
,
Charitable Planning/Strategies
Recording Type:
General Session
New Products for a New Generation (PDF PPT ONLY)
Speakers
: Chuck Van Devander, JD, LLM, CLU, ChFC
Competence:
Sales |
Level:
Basic |
Session Rating:
4.14 |
Year:
2011
Categories:
Product
,
Life Insurance Products
,
Product Comparisons
Recording Type:
Powerful New Dyanmic Annuity Strategies You Want to Know (PDF PPT ONLY)
Speakers
: Steve Bargeron, Warren Steinborn, CRPC
Competence:
Sales |
Level:
Broad |
Session Rating:
3.86 |
Year:
2011
Categories:
Product
,
Annuities
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
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