Accumulation Planning with Life Insurance
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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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