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
Advisor Succession Planning Panel Part II
Speakers
: Anthony Bird, Daneil Zeplain, Jim Kennedy, John Gilliam, Tony Ashton
Competence:
Skills |
Level:
Basic |
Session Rating:
3.17 |
Year:
2019
Categories:
Practice Management
Recording Type:
Webinar
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
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
Building Your Business 10x
Speakers
: Dean Harder, The OYRI Group; Norm Trainor, The Covenant Group; Dr. Keita Demming, The Covenant Group
Competence:
Broad |
Level:
Basic |
Session Rating:
4.33 |
Year:
2021
Categories:
Practice Management
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
Driving Value After the Sale – Business Plan Administration with Lincoln LifeComp
Speakers
: Jordan Walker
Competence:
Technical |
Level:
Broad |
Session Rating:
|
Year:
2019
Categories:
Business Planning
,
Non-Qualified Executive Compensation Arrangement
Recording Type:
Webinar
End Prospecting Forever: A Step by Step Guide in the Art and Science of Marketing to CPAs and Tax Attorneys
Speakers
: Robert Cohen
Competence:
Sales |
Level:
Basic |
Session Rating:
3.47 |
Year:
2019
Categories:
Marketing
Recording Type:
Webinar
Estate Planning in a Time of Uncertainty
Speakers
: Tom Commito, Lincoln Financial Group & Steve Burk, Insurance Decisions.
Competence:
Sales |
Level:
Basic |
Session Rating:
4.30 |
Year:
2021
Categories:
Insurance Products
Recording Type:
Webinar
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
Family Matters: Strategies to Preserve the Legacy
Speakers
: Meg Muldoon, J.D., LL.M
Competence:
Technical |
Level:
Broad |
Session Rating:
|
Year:
2019
Categories:
Estate Planning/Wealth Transfer
,
Family Matters
,
Multi-Generational Planning
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
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
Going Beyond What the Carriers Are Telling You – What the Changing Life Insurance Landscape Really Means to Your Clients and Your Business
Speakers
: Michael Amoia, JD, LLM, CLU, ChFC; Curtis Cloke, CLTC, LUTCF, RICP; Michael Fontanini, MT, CFP, CLU; Ralph Dittrich, CLU, ChFC; and Marc Schwartz, JD, CLU
Competence:
Broad |
Level:
Basic |
Session Rating:
4.50 |
Year:
2020
Categories:
Business Planning
,
Captive Insurance Products
Recording Type:
Webinar
Growing Your Business through the Underserved COLI Market
Speakers
: Chuck Van Devander
Competence:
Technical |
Level:
Broad |
Session Rating:
|
Year:
2019
Categories:
Product
,
Life Insurance
,
Product Comparisons
Recording Type:
Webinar
How the Upcoming Election May Change the Tax Landscape and What It Means For Your High-Net-Worth Clients
Speakers
: Michael Amoia
Competence:
Broad |
Level:
Basic |
Session Rating:
|
Year:
2020
Categories:
Business Planning
Recording Type:
Webinar
How to EFFECTIVELY Use Captive Insurance Companies in Your Practice
Speakers
: Wes Sierk, President and Co-Founder, Risk Management Advisors, Inc.
Competence:
Broad |
Level:
Basic |
Session Rating:
4.40 |
Year:
2020
Categories:
Business Planning
Recording Type:
Webinar
How to Help Save Your Client from an Unexpected Tax Burden - 1035’s and Mirrored Loans
Speakers
: Cathy Neifeld
Competence:
Technical |
Level:
Broad |
Session Rating:
|
Year:
2019
Categories:
Product
,
Life Insurance
,
Product Comparisons
Recording Type:
Webinar
Increase Deductions, Income and Healthcare Expense Coverage with 401(h), While Reducing Risk with Life Insurance
Speakers
: Jonathan Barrera
Competence:
Technical |
Level:
Advanced |
Session Rating:
3.00 |
Year:
2019
Categories:
Business Planning
,
Qualified Plans
Recording Type:
Webinar
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