Accumulation Planning with Life Insurance
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Full Product List
A Case for Variable Life Revisited
Speakers
: Lawrence J. Rybka, JD, CFP
Competence:
Technical |
Level:
Broad |
Session Rating:
4.78 |
Year:
2018
Categories:
Product
,
Life Insurance Products
,
Product Comparisons
Recording Type:
Breakout Sessions
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
Accelerating Professional Growth and Knowing How to Get Out of Your Own Way
Speakers
: Deb Knupp
Competence:
Sales |
Level:
Basic |
Session Rating:
4.37 |
Year:
2013
Categories:
Practice Management
Recording Type:
Breakout Sessions
Advanced Captive Insurance Strategies for Successful Business Owners
Speakers
: R. Wesley Sierk, III, ACI, ARM, ChFC
Competence:
Technical |
Level:
Broad |
Session Rating:
4.80 |
Year:
2019
Categories:
Business Planning
,
Captive Insurance Companies (CIC)
Recording Type:
Breakout Sessions
Advisor Succession Planning Panel
Speakers
: Angela Kennedy Robinson CRC®, John Gilliam, Jim Kennedy CRC®, CMFC®, LUTCF , Tony M. Ashton, CLU, RFC, Daniel Zeplain, Cary B. Stamp, CFP, CDFA, AIF, CAP, AEP
Competence:
Technical |
Level:
Broad |
Session Rating:
4.67 |
Year:
2019
Categories:
Practice Management
Recording Type:
Breakout Sessions
Affordable Marketing Concepts for Middle America to the Millionaire Next Door
Speakers
: Brian Byars
Competence:
Technical |
Level:
Broad |
Session Rating:
4.60 |
Year:
2021
Categories:
Estate Planning/Wealth Transfer
Recording Type:
Breakout Sessions
Back-Loaded CLATs: A Shark’s Fin or A Fabulous Gift?
Speakers
: Mark Teitelbaum, Robert D. Stuchiner, CLU, ChFC
Competence:
Technical |
Level:
Advanced |
Session Rating:
4.58 |
Year:
2018
Categories:
Estate Planning/Wealth Transfer
,
Charitable Planning/Strategies
Recording Type:
Breakout Sessions
Best Practices for Increasing Revenue and Productivity (PDF PPT ONLY)
Speakers
: Mayur Dalal
Competence:
Skills |
Level:
Broad |
Session Rating:
4.62 |
Year:
2012
Categories:
Practice Management
Recording Type:
Breakout Sessions
Beyond Ratings: Looking at Financial Strength (PDF PPT ONLY)
Speakers
: Lawrence J. Rybka, JD, CFP®
Competence:
Technical |
Level:
Basic |
Session Rating:
4.91 |
Year:
2012
Categories:
Product
,
Life Insurance Products
,
Product Comparisons
Recording Type:
Breakout Sessions
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
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
Burning Questions (and Even Hotter Answers) About Grantor Trusts (PDF PPT ONLY)
Speakers
: Sam Donaldson
Competence:
Technical |
Level:
Advanced |
Session Rating:
5.00 |
Year:
2012
Categories:
Estate Planning/Wealth Transfer
,
Income Tax Planning
Recording Type:
Breakout Sessions
Business Succession Planning for Clients - Q&A
Speakers
: John Brown, Charles H. Baldwin, MBA, CLU, ChFC, Rick Jaye, AIF, CRC, Vincent M. D'Addona, CLU, ChFC, MSFS, AEP, RICP
Competence:
Sales |
Level:
Broad |
Session Rating:
4.44 |
Year:
2018
Categories:
Business Planning
,
Exit Planning and Succession
Recording Type:
Breakout Sessions
Captive Insurance Demystified
Speakers
: Randy Zipse, Wesley Sierk, III
Competence:
Technical |
Level:
Advanced |
Session Rating:
4.43 |
Year:
2015
Categories:
Business Planning
,
Captive Insurance Companies (CIC)
Recording Type:
Breakout Sessions
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
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
Creative Tax and Estate Planning Ideas for Closely Held and Family Businesses and their Owner Operators
Speakers
: Gary Zwick, JD, LLM., CPA
Competence:
Technical |
Level:
Advanced |
Session Rating:
4.52 |
Year:
2013
Categories:
Business Planning
,
Qualified Plans
Recording Type:
Breakout Sessions
Critical Compliance Issues for 2013
Speakers
: John Huggard, JD, CFP, ChFC, CLU
Competence:
Skills |
Level:
Broad |
Session Rating:
4.72 |
Year:
2013
Categories:
Product
,
Regulatory
Recording Type:
Breakout Sessions
Cutting-Edge Trends in Executive Compensation
Speakers
: Jamie Hebets, Jim Hebets
Competence:
Sales |
Level:
Broad |
Session Rating:
4.33 |
Year:
2019
Categories:
Business Planning
,
Non-Qualified Executive Compensation Arrangement
,
Deferrred Compensation
Recording Type:
Breakout Sessions
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