Accumulation Planning with Life Insurance
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Three ways to Position VUL You May Not Have Thought Of with Lion Street Financial
Speakers
: Michael Fontanini, VP Advanced Sales and Design
Competence:
Broad |
Level:
Basic |
Session Rating:
|
Year:
2020
Categories:
Recording Type:
Webinar
2020 Fast and Furious: Dave Alison (1st Place)
Speakers
: Dave Alison, CFP, EA
Competence:
|
Level:
|
Session Rating:
|
Year:
2020
Categories:
Marketing
Recording Type:
Fast and Furious
2020 Fast and Furious: Jason Giorgio (3rd place)
Speakers
: Jason G Giorgio, MBA, CFP, CLU
Competence:
|
Level:
|
Session Rating:
|
Year:
2020
Categories:
Marketing
Recording Type:
Fast and Furious
2020 Fast and Furious: Vijay Khetarpal (2nd place)
Speakers
: Vijay Khetarpal, CLU, ChFC, CFP, AIF
Competence:
|
Level:
|
Session Rating:
|
Year:
2020
Categories:
Marketing
Recording Type:
Fast and Furious
2020 Fast and Furious: What's Your Sales Idea?
Speakers
: Angela Kennedy Robinson, CRC; Ben Kronish, CLU,ChFC,CASL; Stephen M. Thaler, CLU, AEP
Competence:
|
Level:
|
Session Rating:
|
Year:
2020
Categories:
Marketing
Recording Type:
Fast and Furious
America is at a Tipping Point… Get Your Clients off the Titanic and into the Lifeboats…
Speakers
: Rebecca Walser, Tax Attorney and Wealth Maximization Advisor, Walser Wealth Management
Competence:
Broad |
Level:
Sales |
Session Rating:
Insufficient Data |
Year:
2020
Categories:
Accumulation Planning with Life Insurance
,
Retirement Income
Recording Type:
Webinar
Bo Eason Deep Dive: Stepping Into the Power of Your Story
Speakers
: Bo Eason
Competence:
Skills |
Level:
Basic |
Session Rating:
3.82 |
Year:
2020
Categories:
Marketing
Recording Type:
Breakout Sessions
Building Confidence in Times of Crisis
Speakers
: Danielle Pagan, Business Insurance Consultant, Matthew Fowler, Divisional Sales Manager and Jordan Walker, Business Insurance Manager
Competence:
Broad |
Level:
Basic |
Session Rating:
Insufficient Data |
Year:
2020
Categories:
Business Planning
Recording Type:
Webinar
Capitalizing on the Ripple Effect of COVID-19 Business Decisions on Executive Retirement Benefits
Speakers
: Michael Fontanini, MT, CFP®, CLU®, Vice President, Advanced Sales and Design and Adam Sandahl is Senior Vice President of Corporate and Business Solutions for Lion Street.
Competence:
Broad |
Level:
Basic |
Session Rating:
|
Year:
2020
Categories:
Business Planning
,
Quality Plans and Non-Qualified Executive Compensation
Recording Type:
Webinar
Control Your Taxes, Maximize Your Wealth
Speakers
: Rebecca Walser, JD, LLM, CFP
Competence:
Sales |
Level:
Basic |
Session Rating:
4.00 |
Year:
2020
Categories:
Accumulation Planning with Life Insurance
,
Life Insurance as an Asset Class
Recording Type:
Breakout Sessions
Create Clients for Life
Speakers
: Mayur T. Dalal, MBA
Competence:
Skills |
Level:
Basic |
Session Rating:
5.00 |
Year:
2020
Categories:
Estate Planning/Wealth Transfer
,
Family Matters
Recording Type:
Breakout Sessions
Deep Dive: Five Steps to Create or Improve Any Message: How to Use Speaking to Grow Your Practice and Position Yourself as an Expert and Results Leader
Speakers
: Joel Weldon
Competence:
Skills |
Level:
Broad |
Session Rating:
4.63 |
Year:
2020
Categories:
Marketing
Recording Type:
Breakout Sessions
Deep Dive: Referrals Without Asking
Speakers
: John Ruhlin
Competence:
Skills |
Level:
Broad |
Session Rating:
4.90 |
Year:
2020
Categories:
Marketing
Recording Type:
Breakout Sessions
Don’t Get Capsized by the Blue Wave: Opportunities for Wealth Planning in the Face of Proposed Democratic Tax Policies
Speakers
: Edward Renn
Competence:
Technical |
Level:
Broad |
Session Rating:
4.13 |
Year:
2020
Categories:
Estate Planning/Wealth Transfer
,
Estate and Gift Tax Rule
Recording Type:
General Session
ESOP 101: Who, What and Why an ESOP Over Other Exit Planning Options
Speakers
: Rick Jaye, AIF, CRC
Competence:
Technical |
Level:
Basic |
Session Rating:
4.80 |
Year:
2020
Categories:
Business Planning
,
Qualified Plans
Recording Type:
Breakout Sessions
Executing Your Greatness Through Story
Speakers
: Bo Eason
Competence:
Sales |
Level:
Basic |
Session Rating:
4.42 |
Year:
2020
Categories:
Marketing
Recording Type:
General Session
Finding Dollars to Purchase Life Insurance in a Difficult Case: Generating Income Tax Deductions
Speakers
: Jon Forster, Partner, Baker & Hostetler LLP & John DeStefano.
Competence:
Broad |
Level:
Basic |
Session Rating:
4.90 |
Year:
2020
Categories:
Accumulation Planning with Life Insurance
Recording Type:
Webinar
Gift·ology
Speakers
: John Ruhlin
Competence:
Sales |
Level:
Basic |
Session Rating:
4.53 |
Year:
2020
Categories:
Marketing
Recording Type:
General Session
Gifting in Uncertain Times
Speakers
: Caroline McKay, JD, LLM, AVP and Counsel with the Advanced Markets Group, John Hancock Insurance
Competence:
Broad |
Level:
Basic |
Session Rating:
4.80 |
Year:
2020
Categories:
Estate Planning/Wealth Transfer
Recording Type:
Webinar
Giving Financial Direction and Hope in Crisis
Speakers
: Angela Kennedy Robinson, CRC; Mike Owens, CLU, ChFC, RFC; Curtis Cloke, CLTC, LUTCF, RICP; James Sweeney Farmer, CLU ChFC LUTCF
Competence:
Broad |
Level:
Basic |
Session Rating:
Insufficient Data |
Year:
2020
Categories:
Business Planning
Recording Type:
Webinar
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