Accumulation Planning with Life Insurance
Business Planning
Estate Planning/Wealth Transfer
Insurance Products
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Practice Management
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Full Product List
New Products for a New Generation (PDF PPT ONLY)
Speakers
: Chuck Van Devander, JD, LLM, CLU, ChFC
Competence:
Sales |
Level:
Basic |
Session Rating:
4.14 |
Year:
2011
Categories:
Life Insurance Products
,
Product Comparisons
Recording Type:
Non-Qualified Benefits Panel on Basic Legal and Government Requirements and Plan Designs (PDF PPT ONLY)
Speakers
: Henry Smith, Matt Schiff, Norm Winer
Competence:
Technical |
Level:
Advanced |
Session Rating:
|
Year:
2012
Categories:
Business Planning
,
Non-Qualified Executive Compensation Arrangement
,
Section 162 Bonus Arrangements
Recording Type:
Breakout Sessions
Non-Qualified Defined Benefit Plans – The Comeback Begins
Speakers
: Dave Graham, MBA, JD, LLM, CLU, ChFC, Vice President, Global Atlantic Financial Group
Competence:
Broad |
Level:
Technical |
Session Rating:
4.30 |
Year:
2020
Categories:
Business Planning
,
Non-Qualified Executive Compensation Arrangement
,
Deferred Compensation
Recording Type:
Webinar
Not the Same Old Life Story
Speakers
: Vincent D'Addona
Competence:
Sales |
Level:
Broad |
Session Rating:
4.75 |
Year:
2015
Categories:
Product
,
Life Insurance Products
,
Product Comparisons
Recording Type:
Breakout Sessions
Not Your Average Business Succession Plan: What I Have Learned from Working with a Family for Three Years on Their Buy-Sell Planning
Speakers
: Michael F. Amoia, J.D., LL.M, CLU, ChFC
Competence:
Sales |
Level:
Broad |
Session Rating:
4.65 |
Year:
2020
Categories:
Business Planning
,
Exit Planning and Succession
Recording Type:
General Session
Now What? It is 2021, and Last Year Was A Hell of a Year
Speakers
: Michael Amoia, J.D., LL.M, CLU, CHFC
Competence:
Technical |
Level:
Broad |
Session Rating:
4.75 |
Year:
2021
Categories:
Business Planning
Recording Type:
Breakout Sessions
Opening Keynote: Living a Life of Significance
Speakers
: Joe Jordan
Competence:
Sales |
Level:
Basic |
Session Rating:
4.09 |
Year:
2018
Categories:
Practice Management
Recording Type:
General Session
Out of the Estate but Not Out of Reach – Flexible Trust Funding Techniques Providing Indirect Future Access
Speakers
: Michael Fontanini MT, CFP®, CLU®
Competence:
Technical |
Level:
Broad |
Session Rating:
4.23 |
Year:
2020
Categories:
Estate Planning/Wealth Transfer
,
Estate and Gift Tax Rule
,
Techniques
Recording Type:
General Session
Out-of-the-Box Thinking: Life Insurance Sales Ideas
Speakers
: James J. Silbernagel, LUTCF, CFP
Competence:
Sales |
Level:
Basic |
Session Rating:
4.17 |
Year:
2019
Categories:
Accumulation Planning with Life Insurance
,
Retirement Income Planning
Recording Type:
NED Talk
Panel Discussion: Life Settlements Make a Comeback!
Speakers
: Andrew Plevin, William Ketterer, Kunal Sachdeva, Jon B. Mendelsohn, CEO
Competence:
Sales |
Level:
Basic |
Session Rating:
3.97 |
Year:
2018
Categories:
Product
,
Life Settlements
Recording Type:
Breakout Sessions
Parent and Grandparent Life Insurance Gifting: Unique Uses of this Tax-Advantaged Property
Speakers
: Howard B. Edelstein, CLU, AEP
Competence:
Sales |
Level:
Basic |
Session Rating:
4.25 |
Year:
2020
Categories:
Estate Planning/Wealth Transfer
,
Family Matters
,
Multi-Generational Planning
Recording Type:
Breakout Sessions
Per Stirpes or Per Capita
Speakers
: Bruce S. Udell, CLU,ChFC,MCEP,RFC
Competence:
Sales |
Level:
Broad |
Session Rating:
4.34 |
Year:
2018
Categories:
Estate Planning/Wealth Transfer
,
Family Matters
,
Multi-Generational Planning
Recording Type:
NED Talk
Philanthropic Planning: Where Do We Go From Here?
Speakers
: Scott Schoettlin
Competence:
Technical |
Level:
Advanced |
Session Rating:
4.33 |
Year:
2013
Categories:
Estate Planning/Wealth Transfer
,
Charitable Planning/Strategies
Recording Type:
General Session
Plan Designs for Today and Tomorrow
Speakers
: Harvey Strait, Regional Vice President, John Nau, Marshall Nau
Competence:
Sales |
Level:
Basic |
Session Rating:
3.21 |
Year:
2019
Categories:
Product
,
Premium Finance
Recording Type:
Industry Partners
Planning Beyond the Basics When Working with Large Real Estate Clients
Speakers
: Michael F. Amoia, J.D., LL.M, CLU, ChFC
Competence:
Technical |
Level:
Advanced |
Session Rating:
4.72 |
Year:
2018
Categories:
Estate Planning/Wealth Transfer
,
Estate and Gift Tax Rule
,
Techniques
Recording Type:
Breakout Sessions
Planning for Today's Family
Speakers
: Dalton Raymond, Randy Zipse
Competence:
Sales |
Level:
Basic |
Session Rating:
3.64 |
Year:
2015
Categories:
Estate Planning/Wealth Transfer
,
Family Matters
,
Multi-Generational Planning
Recording Type:
General Session
Planning Strategies for the Middle Class and Middle Class Millionaires
Speakers
: James J. Silbernagel, Jason L Smith
Competence:
Sales |
Level:
Broad |
Session Rating:
4.82 |
Year:
2017
Categories:
Accumulation Planning with Life Insurance
,
Retirement Income Planning
Recording Type:
NED Talk
Planning Techniques Using Captives, From a Life Insurance Agent's Perspective (PDF PPT ONLY)
Speakers
: Michael J. O'Donnel
Competence:
Technical |
Level:
Advanced |
Session Rating:
4.56 |
Year:
2012
Categories:
Business Planning
,
Captive Insurance Companies (CIC)
Recording Type:
Breakout Sessions
Planning Under the Secure Act
Speakers
: Speaker: Tim McFarland, Vice President, Advanced Sales, NFP
Competence:
Broad |
Level:
Basic |
Session Rating:
Insufficient Data |
Year:
2020
Categories:
Recording Type:
Webinar
Post SECURE Act Strategies for the Broad and Affluent Markets
Speakers
: Carly Brooks and Kim Natovitz
Competence:
Sales |
Level:
Basic |
Session Rating:
|
Year:
2021
Categories:
Insurance Products
Recording Type:
Webinar
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