Accumulation Planning with Life Insurance
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LIFE Foundation Update
Speakers
:
Competence:
Skills |
Level:
Basic |
Session Rating:
4.89 |
Year:
2014
Categories:
Recording Type:
General Session
Life Insurance 10X
Speakers
: Lawrence J. Rybka, JD, CFP
Competence:
Technical |
Level:
Broad |
Session Rating:
4.80 |
Year:
2019
Categories:
Product
,
Life Insurance
,
Product Comparisons
Recording Type:
General Session
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 Exit Strategies: Plan, Annutize, Swap, Sale and the Case for Gift to Charity
Speakers
: Robert Stuchiner
Competence:
Technical |
Level:
Broad |
Session Rating:
4.98 |
Year:
2015
Categories:
Product
,
Life Settlements
Recording Type:
Breakout Sessions
Life Insurance in Clients' Best Interest - Prospering Under NY Reg 187
Speakers
: Lawrence J. Rybka, JD, CFP
Competence:
Technical |
Level:
Broad |
Session Rating:
4.60 |
Year:
2020
Categories:
Product
,
Regulatory
Recording Type:
General Session
Life Insurance Opportunities in Today's Market with John Hancock
Speakers
: Brooks Tingle, President & CEO, Michelle Dauphinais, VP Producer Partnership, and Caroline McKay, AVP & Counsel, Advanced Markets
Competence:
Broad |
Level:
Basic |
Session Rating:
|
Year:
2020
Categories:
Recording Type:
Webinar
Life Insurance Policy Valuation: What You Don’t Know Can Hurt You (PDF PPT ONLY)
Speakers
: Jon B. Mendelsohn, Michael Amoia, J.D., LLM (Tax), CFP, CLU, ChFC, Robert C. Slane, AEP, CLU
Competence:
Technical |
Level:
Advanced |
Session Rating:
4.84 |
Year:
2014
Categories:
Estate Planning/Wealth Transfer
,
Estate and Gift Tax Rule
,
Techniques
Recording Type:
General Session
Life Insurance Product in a Low Interest Rate Environment
Speakers
: Bobby Samuelson, Gene Lunman, Scott Berlin
Competence:
Technical |
Level:
Broad |
Session Rating:
4.90 |
Year:
2013
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
Life Product Evolution/Revolution 2020
Speakers
: Lawrence Rybka
Competence:
Technical |
Level:
Advanced |
Session Rating:
5.00 |
Year:
2019
Categories:
Product
,
Regulatory
Recording Type:
Webinar
Life Settlement Sraight Talk: Candid Answers to Your Questions (PDF PPT ONLY)
Speakers
: Jon B. Mendelsohn, Les Logsden, Paul Bowen, Vince Granieri
Competence:
Technical |
Level:
Broad |
Session Rating:
4.50 |
Year:
2012
Categories:
Product
,
Life Settlements
Recording Type:
Breakout Sessions
Life Settlement Update
Speakers
: Alan H. Buerger, John Welcom, Philip Loy
Competence:
Technical |
Level:
Broad |
Session Rating:
2.33 |
Year:
2013
Categories:
Product
,
Life Settlements
Recording Type:
Breakout Sessions
Life Settlements Make a Comeback!
Speakers
: Jon B. Mendelsohn, CEO
Competence:
Sales |
Level:
Basic |
Session Rating:
3.55 |
Year:
2018
Categories:
Product
,
Life Settlements
Recording Type:
Breakout Sessions
Lincoln LifeComp® Business Life Insurance Plan Administration
Speakers
: Jordan V. Walker
Competence:
Technical |
Level:
Broad |
Session Rating:
3.56 |
Year:
2020
Categories:
Business Planning
,
Non-Qualified Executive Compensation Arrangement
Recording Type:
General Session
Long Term Care: Analysis and Comparison of Types, Policies and Benefits
Speakers
: Celeste Moya, Robert Trotenberg, CLU, CLTC
Competence:
Sales |
Level:
Basic |
Session Rating:
4.57 |
Year:
2014
Categories:
Product
,
Long Term Care
Recording Type:
Breakout Sessions
Longevity Risk Planninig - Exploring Current Long-Term Care Product Trends
Speakers
: Adele Zilber
Competence:
Technical |
Level:
Basic |
Session Rating:
4.39 |
Year:
2017
Categories:
Product
,
Long Term Care
Recording Type:
NED Talk
Looking Under a Rock
Speakers
: Michael J. O'Donnel
Competence:
Technical |
Level:
Broad |
Session Rating:
4.65 |
Year:
2017
Categories:
Product
,
Life Insurance Products
,
Product Comparisons
Recording Type:
NED Talk
Lunch Session: Marketing Opportunities Under the Tax Act
Speakers
: Marvin Blum, JD, CPA
Competence:
Sales |
Level:
Broad |
Session Rating:
4.27 |
Year:
2018
Categories:
Estate Planning/Wealth Transfer
,
Estate and Gift Tax Rule
,
Legislative Changes/Developments
Recording Type:
General Session
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
Making Choices for Life (Members only)
Speakers
: Colin Devine
Competence:
Technical |
Level:
Advanced |
Session Rating:
4.60 |
Year:
2018
Categories:
Product
,
Regulatory
Recording Type:
General Session
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