Full Product List

Accountantneze: A Marketing Method For Those Who Are Terrible Prospectors
Speakers: Robert N. Cohen, CLU, ChFC, QPA, AIF
Competence: Sales | Level: Basic | Session Rating: 4.20 | Year: 2019
Categories:
Recording Type: NED Talk
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
Advanced: It's One Year After Tax Reform, Now What...5 ½ Ideas to Share with Your Clients
Speakers: Michael F. Amoia, J.D., LL.M, CLU, ChFC
Competence: Technical | Level: Advanced | Session Rating: 4.39 | Year: 2019
Categories: Estate Planning/Wealth Transfer, Estate and Gift Tax Rule, Techniques
Recording Type: General Session
Advancements in Medicine and the Impact on Your Business
Speakers: Dr. John Greene, Chief Medical Director, Gonzalo M. Garcia, CLU
Competence: Technical | Level: Basic | Session Rating: 4.05 | Year: 2019
Categories: Product, Underwriting
Recording Type: Industry Partners
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
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
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
AG 49-A & The Future of Indexed Crediting PPT
Speakers: Bobby Samuelson
Competence: Technical | Level: Broad | Session Rating: | Year: 2021
Categories: Product
Recording Type: General Session
Alzheimer's Disease: What you don't know can hurt you
Speakers: Robert Pokorski, M.D.
Competence: Technical | Level: Basic | Session Rating: 4.49 | Year: 2013
Categories: Product, Long Term Care
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
And the Clients Went Wild! (PDF PPT ONLY)
Speakers: Maribeth Kuzmeski
Competence: Sales | Level: Basic | Session Rating: 4.83 | Year: 2011
Categories: Technology, Social Media
Recording Type: General Session
Annuities: Good, Bad and Ugly
Speakers: Rao Garuda
Competence: Sales | Level: Basic | Session Rating: 4.18 | Year: 2016
Categories: Product, Annuities
Recording Type: NED Talk
Are you Covered? Looking at Current Agent Litigation and Producer E&O
Speakers: Perry Even, Stephen C. Baker
Competence: Sales | Level: Basic | Session Rating: 4.60 | Year: 2013
Categories: Practice Management
Recording Type: General Session
Back to the Future - Using Techniques from the Past (PDF PPT ONLY)
Speakers: James Monteverde
Competence: Technical | Level: Advanced | Session Rating: 4.58 | Year: 2011
Categories: Estate Planning/Wealth Transfer, Income Tax Planning
Recording Type: General Session
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 Forum Study Group Ideas (PDF PPT ONLY)
Speakers: Alan C. Kifer, Kenneth Byers, Stuart Farber
Competence: Technical | Level: Advanced | Session Rating: 4.67 | Year: 2012
Categories: Estate Planning/Wealth Transfer, Charitable Planning/Strategies
Recording Type: General Session
Best Ideas from 2012 Study Groups
Speakers: Albert Gibbons, Chuck Baldwin, Justin Smith
Competence: Technical | Level: Broad | Session Rating: | Year: 2013
Categories: Estate Planning/Wealth Transfer, Family Matters
Recording Type: General Session
Best Ideas from the 2013 Study Group and Fast & Furious - Todd Healy, CLU, ChFC, AEP, HealyPartners; Howard Sharfman, Schwartz Benefit Services; Alan C. Kifer, L.I.F.E. Services, LLC; Michael Amoia, JD, LLM (Tax), CFP, CLU, ChFC, Crump Life Insurance
Speakers: Alan C. Kifer, Howard Sharfman, Michael Amoia, JD, LLM (Tax), CFP, CLU, ChFC, Todd Healy, MSW, CLU, ChFC, AEP
Competence: Sales | Level: Broad | Session Rating: 4.86 | Year: 2014
Categories: Marketing
Recording Type: General Session
Best Ideas from the 2014 Study Group and Fast and Furious Session
Speakers: Jeffrey Palmer, John W. Wheeler, Warren Steinborn
Competence: Sales | Level: Advanced | Session Rating: 4.96 | Year: 2015
Categories: Marketing
Recording Type: General Session
Best of the Best from Forum MAX: How Do You Do That?
Speakers: James Sweeney Farmer, CLU ChFC LUTCF
Competence: Sales | Level: Basic | Session Rating: 4.52 | Year: 2019
Categories: Marketing
Recording Type: NED Talk

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