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Making Millions Using a Little-Known Law Allows Tax-Free Money for Long-Term Care
Speakers: Don Quante, CLTC
Competence: Sales | Level: Basic | Session Rating: 4.63 | Year: 2019
Categories: Long Term Care
Recording Type: Breakout Sessions
Making the Complex Simple
Speakers: Brian W. Sak, Sr., CFP, CLU, ChFC
Competence: Sales | Level: Basic | Session Rating: 4.83 | Year: 2020
Categories: Estate Planning/Wealth Transfer, Family Matters, Multi-Generational Planning
Recording Type: Breakout Sessions
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
Managing Guaranteed Universal Life Policies Post Acquisition
Speakers: Kenneth R. Samuelson, CLU, ChFC, Lawrence J. Rybka, JD, CFP®, Michael Mingolelli, Jr., Esq., MichaelPepe, CLU
Competence: Skills | Level: Basic | Session Rating: 4.67 | Year: 2014
Categories: Practice Management
Recording Type: General Session
Managing Mature Policies – Have You Considered All 6 Options?
Speakers: Larry Rybka
Competence: Sales | Level: Basic | Session Rating: | Year: 2020
Categories: Product, Life Insurance Products, Product Comparisons
Recording Type: Webinar
Math Behind Aging and How It Can Grow Your Practice
Speakers: Brian N. Byars
Competence: Sales | Level: Broad | Session Rating: 4.44 | Year: 2019
Categories: Marketing
Recording Type: NED Talk
Moving Clients from "Charitable Giving 101" to "Charitable Giving 401," While Creating Sizeable Life Insurance Opportunities (PDF PPT ONLY)
Speakers: Alan Pratt
Competence: Technical | Level: Broad | Session Rating: 4.01 | Year: 2012
Categories: Estate Planning/Wealth Transfer, Charitable Planning/Strategies
Recording Type: General Session
Moving Your Business to the Next Battleground
Speakers: Charles D. Hollander
Competence: Skills | Level: Broad | Session Rating: 4.75 | Year: 2015
Categories: Practice Management
Recording Type: General Session
Multigenerational Wealth Leverage Using Third Party Financing
Speakers: Justin Smith
Competence: Sales | Level: Basic | Session Rating: 3.86 | Year: 2016
Categories: Product, Premium Finance
Recording Type: NED Talk
My Shadow Ran Fast
Speakers: Scotty Brennan
Competence: Skills | Level: Basic | Session Rating: 4.95 | Year: 2018
Categories: Leadership
Recording Type: Breakout Sessions
Navigating Non-Guaranteed Products
Speakers: Bobby Samuelson
Competence: Technical | Level: Advanced | Session Rating: 4.99 | Year: 2016
Categories: Product, Life Insurance Products, Product Comparisons
Recording Type: General Session
Navigating Today’s Biggest Opportunities, Major Market Shifts for Financial Firms Now and Dodging Big Threats.
Speakers: Curtis Cloke, CEO and Founder, Thrive Income Distribution System LLC
Competence: Broad | Level: Basic | Session Rating: | Year: 2020
Categories:
Recording Type: Webinar
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
Need More Clients? Change Your Words and Change Your Life!
Speakers: Simon Singer, CFP, CAP, RFC
Competence: Sales | Level: Basic | Session Rating: 4.65 | Year: 2018
Categories: Practice Management
Recording Type: General Session
Never Be Benched Again
Speakers: Todd Fithian
Competence: Skills | Level: Broad | Session Rating: 3.79 | Year: 2019
Categories: Marketing
Recording Type: NED Talk
New Hampshire - The Preferred Situs for Perpetual Trusts (PDF PPT ONLY)
Speakers: Charles H. Baldwin, Joseph F. McDonald, III
Competence: Technical | Level: Broad | Session Rating: | Year: 2011
Categories: Estate Planning/Wealth Transfer, Trust Planning
Recording Type: Breakout Sessions
New Insurance Sales from Charitable Planning (PDF PPT ONLY)
Speakers: Scott Schoettlin
Competence: Sales | Level: Broad | Session Rating: | Year: 2012
Categories: Estate Planning/Wealth Transfer, Charitable Planning/Strategies
Recording Type: General Session
New Normal
Speakers: Larry Rybka, JD, CFP
Competence: Technical | Level: Broad | Session Rating: 4.55 | Year: 2021
Categories: Business Planning
Recording Type: Breakout Sessions
New Opportunities in Existing CRTs (PDF PPT ONLY)
Speakers: Evan Unzelman, James Dyer
Competence: Technical | Level: Broad | Session Rating: 4.59 | Year: 2011
Categories: Estate Planning/Wealth Transfer, Charitable Planning/Strategies
Recording Type: General Session

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