Accumulation Planning with Life Insurance
Return to Full Product List
Selected Filters:
Reset Filters
How to Turbo Charge an In-Force Policy and Sell New Insurance at the Same Time
Speakers
: Robert Stuchiner, CLU, CHFC & Rick Calderon, MAS Advisors, LLC
Competence:
Technical |
Level:
Basic |
Session Rating:
4.42 |
Year:
2021
Categories:
Accumulation Planning with Life Insurance
,
Life Insurance as an Asset Class
Recording Type:
General Session
A Balancing Act for Your Clients: Planning for Longevity, Flexibility, and Taxes with Qualified Plans
Speakers
: Michael Amoia
Competence:
Technical |
Level:
Advanced |
Session Rating:
4.79 |
Year:
2015
Categories:
Accumulation Planning with Life Insurance
,
Retirement Income Planning
Recording Type:
General Session
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
Beyond the Pale: Too Hot to Handle Sales Ideas
Speakers
: Michael Amoia
Competence:
Technical |
Level:
Broad |
Session Rating:
4.82 |
Year:
2015
Categories:
Accumulation Planning with Life Insurance
,
Retirement Income Planning
Recording Type:
General Session
Changing the Dialogue - A Different Way to Talk with Clients and Advisors about Planning
Speakers
: Eleanor I. Johnson, CPA, CLU
Competence:
Sales |
Level:
Broad |
Session Rating:
4.53 |
Year:
2014
Categories:
Accumulation Planning with Life Insurance
,
Life Insurance as an Asset Class
Recording Type:
Breakout Sessions
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
Countering the Effects of Market Volatility on College Planning
Speakers
: John W. Wheeler, Jr,
Competence:
Sales |
Level:
Basic |
Session Rating:
4.76 |
Year:
2017
Categories:
Accumulation Planning with Life Insurance
,
Life Insurance as an Asset Class
Recording Type:
NED Talk
De-Risking Retirement Using Permanent Life Insurance
Speakers
: Gonzalo M. Garcia, CLU
Competence:
Sales |
Level:
Broad |
Session Rating:
4.17 |
Year:
2019
Categories:
Accumulation Planning with Life Insurance
,
Retirement Income Planning
Recording Type:
NED Talk
Expanding What's Possible by Financing a LIRP
Speakers
: Mike Seltzer
Competence:
Sales |
Level:
Broad |
Session Rating:
|
Year:
2019
Categories:
Accumulation Planning with Life Insurance
,
Premium Finance
Recording Type:
Webinar
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
Hedging Market Volatility in Retirement Planning
Speakers
: John W. Wheeler, Jr, CFP, CLU, ChFC, CRPC, LUTCF
Competence:
Sales |
Level:
Broad |
Session Rating:
4.81 |
Year:
2019
Categories:
Accumulation Planning with Life Insurance
,
Retirement Income Planning
Recording Type:
NED Talk
How to Use Quantitative Analysis to Motivate Clients to Use Life Insurance (PDF PPT ONLY)
Speakers
: Ken Masters
Competence:
Technical |
Level:
Broad |
Session Rating:
4.43 |
Year:
2012
Categories:
Accumulation Planning with Life Insurance
,
Life Insurance as an Asset Class
Recording Type:
Breakout Sessions
Improving (Risk – Adjusted) Returns in a Portfolio Using Life Insurance
Speakers
: Christian Kaplan
Competence:
Technical |
Level:
Advanced |
Session Rating:
4.50 |
Year:
2018
Categories:
Accumulation Planning with Life Insurance
,
Life Insurance as an Asset Class
Recording Type:
General Session
Manage Markets, Not Stock. Replacing Your Renewals with Growing Trails (PDF PPT ONLY)
Speakers
: Guy Baker
Competence:
Technical |
Level:
Broad |
Session Rating:
4.67 |
Year:
2012
Categories:
Accumulation Planning with Life Insurance
,
Life Insurance as an Asset Class
Recording Type:
Breakout Sessions
NED Talk: Challenging The Wisdom of Convention: An Overview of How the Financial Services Industry Gets it Wrong
Speakers
: Rebecca Walser, JD, LLM, CFP
Competence:
Sales |
Level:
Basic |
Session Rating:
3.41 |
Year:
2020
Categories:
Accumulation Planning with Life Insurance
,
Retirement Income Planning
Recording Type:
NED Talk
NED Talk: The Tax Management Journey
Speakers
: Dave Alison, CFP, EA
Competence:
Sales |
Level:
Basic |
Session Rating:
4.83 |
Year:
2020
Categories:
Accumulation Planning with Life Insurance
,
Retirement Income Planning
Recording Type:
NED Talk
Out-of-the-Box Thinking: Life Insurance Sales Ideas
Speakers
: James J. Silbernagel, LUTCF, CFP
Competence:
Sales |
Level:
Basic |
Session Rating:
4.17 |
Year:
2019
Categories:
Accumulation Planning with Life Insurance
,
Retirement Income Planning
Recording Type:
NED Talk
Planning Strategies for the Middle Class and Middle Class Millionaires
Speakers
: James J. Silbernagel, Jason L Smith
Competence:
Sales |
Level:
Broad |
Session Rating:
4.82 |
Year:
2017
Categories:
Accumulation Planning with Life Insurance
,
Retirement Income Planning
Recording Type:
NED Talk
Premium Financing in Two Un-Tapped Markets: Life Insurance for Retirement Planning (LIRP) and Premium Financing for the Foreign National Market
Speakers
: Michael S. Seltzer, CLU, ChFC
Competence:
Sales |
Level:
Basic |
Session Rating:
3.70 |
Year:
2019
Categories:
Accumulation Planning with Life Insurance
,
Premium Finance
Recording Type:
General Session
Tax Cuts and Jobs Act Opportunities for Qualified Money
Speakers
: Mary Read, Read, Ms.
Competence:
Sales |
Level:
Broad |
Session Rating:
4.69 |
Year:
2019
Categories:
Accumulation Planning with Life Insurance
,
Retirement Income Planning
Recording Type:
General Session
1
2
Keyword Search
Filter products by:
Competence:
Broad
Other
Sales
Skills
Technical
Level:
Advanced
Basic
Broad
Sales
Technical
Session Rating:
2 +
3 +
4 +
5
Recording Type:
Breakout Sessions
Fast and Furious
General Session
Industry Partners
NED Talk
Webinar
Year:
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021