Accumulation Planning with Life Insurance
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Post-Election Planning: What Producers Should Be Recommending To Their Upscale and Business Owner
Speakers
: Vince D'Addona, MSFS, CLU, CHFC, RICP, CEXP, AEP, Strategies for Wealth & Jim Manger, Guardian Life Insurance Company
Competence:
Sales |
Level:
Basic |
Session Rating:
4.16 |
Year:
2021
Categories:
Recording Type:
General Session
Powerful New Dyanmic Annuity Strategies You Want to Know (PDF PPT ONLY)
Speakers
: Steve Bargeron, Warren Steinborn, CRPC
Competence:
Sales |
Level:
Broad |
Session Rating:
3.86 |
Year:
2011
Categories:
Product
,
Annuities
Recording Type:
Breakout Sessions
Practice Management: How do you Run Your Office?
Speakers
: Jason L. Smith, CEP, CLTC, Kenneth R. Samuelson, CLU, ChFC, Randall Riggins, CEP, CSA, RFC, AIF, PRP
Competence:
Skills |
Level:
Basic |
Session Rating:
4.68 |
Year:
2014
Categories:
Practice Management
Recording Type:
Breakout Sessions
Premium Financing in Two Un-Tapped Markets: Life Insurance for Retirement Planning (LIRP) and Premium Financing for the Foreign National Market
Speakers
: Michael S. Seltzer, CLU, ChFC
Competence:
Sales |
Level:
Basic |
Session Rating:
3.70 |
Year:
2019
Categories:
Accumulation Planning with Life Insurance
,
Premium Finance
Recording Type:
General Session
Premium Financing Index Universal Life
Speakers
: Peter F. Hibbard, CLU, ChFC
Competence:
Technical |
Level:
Advanced |
Session Rating:
4.77 |
Year:
2014
Categories:
Product
,
Premium Finance
Recording Type:
Breakout Sessions
Premium Financing, the Whole Story so you can Sell It
Speakers
: Al Harrington, Alexander P. Cano, Rebecca Ryan
Competence:
Sales |
Level:
Broad |
Session Rating:
3.43 |
Year:
2013
Categories:
Product
,
Premium Finance
Recording Type:
Breakout Sessions
Private Placement Life Insurance – THE Tax Efficient Investment Solution
Speakers
: Ken Foley
Competence:
Technical |
Level:
Broad |
Session Rating:
4.43 |
Year:
2018
Categories:
Product
,
Life Insurance Products
,
Product Comparisons
Recording Type:
Breakout Sessions
Putting Business Owner Exit Planning in your Practice (PDF PPT ONLY)
Speakers
: Clarke Langrall, Jr. CEPA, LUTCF
Competence:
Sales |
Level:
Basic |
Session Rating:
4.23 |
Year:
2011
Categories:
Business Planning
,
Exit Planning and Succession
Recording Type:
General Session
Reaching for the Stars – How to Close the Ultra-High-Net-Worth Client
Speakers
: Julian Movsesian
Competence:
Sales |
Level:
Basic |
Session Rating:
3.48 |
Year:
2020
Categories:
Product
,
Premium Finance
Recording Type:
General Session
Reinsurance Impacts on Direct Carriers & Reinsurance Trends
Speakers
: DuWayne C. Kilbo, MBA, FLMI, Marc P. Schwartz, J.D., CLU, Tim Rozar, FA, MAAA, CERA
Competence:
Technical |
Level:
Broad |
Session Rating:
4.28 |
Year:
2014
Categories:
Product
,
Life Insurance Products
,
Product Comparisons
Recording Type:
Breakout Sessions
Reinventing Yourself (PDF PPT ONLY)
Speakers
: Scott Keffer
Competence:
Skills |
Level:
Basic |
Session Rating:
4.42 |
Year:
2011
Categories:
Practice Management
Recording Type:
General Session
Rescued or Captured Private Equity and Life Insurance
Speakers
: Lawrence J. Rybka
Competence:
Technical |
Level:
Broad |
Session Rating:
4.80 |
Year:
2015
Categories:
Product
,
Regulatory
Recording Type:
Breakout Sessions
Rethinking Value in Life Insurance
Speakers
: Bobby Samuelson
Competence:
Sales |
Level:
Broad |
Session Rating:
4.97 |
Year:
2015
Categories:
Product
,
Life Insurance Products
,
Product Comparisons
Recording Type:
General Session
Rethinking Your Sales Process...For The Ultimate Competitive Advantage
Speakers
: Chuck Hollander
Competence:
Sales |
Level:
Advanced |
Session Rating:
4.90 |
Year:
2016
Categories:
Marketing
Recording Type:
NED Talk
Rudimentary Analytics: Things That Always Worked When I Did
Speakers
: D Scott Brennan
Competence:
Skills |
Level:
Basic |
Session Rating:
4.59 |
Year:
2019
Categories:
Leadership
Recording Type:
Breakout Sessions
Saturday Super Session: Business Succession Planning for Clients
Speakers
: Vincent M. D'Addona, CLU, ChFC, MSFS, AEP, RICP, Charles H. Baldwin, MBA, CLU, ChFC, Rick Jaye, AIF, CRC, John Brown
Competence:
Sales |
Level:
Broad |
Session Rating:
4.64 |
Year:
2018
Categories:
Business Planning
,
Exit Planning and Succession
Recording Type:
General Session
Section 79 - Better Than Ever (PDF PPT ONLY)
Speakers
: Brian Hartstein, Kenneth Hartstein
Competence:
Sales |
Level:
Broad |
Session Rating:
4.67 |
Year:
2012
Categories:
Business Planning
,
Key Person (Life and DI)
Recording Type:
Breakout Sessions
Seeking Wealth Preservation Through Planning with Private Placement
Speakers
: Ann Marie Liotta, CPA
Competence:
Technical |
Level:
Broad |
Session Rating:
4.50 |
Year:
2019
Categories:
Product
,
Life Insurance
,
Product Comparisons
Recording Type:
Breakout Sessions
Small Message, Big Impact — How to Put the Power of the Elevator Speech Effect to Work for You (PDF PPT ONLY)
Speakers
: Terri Sjodin
Competence:
Skills |
Level:
Basic |
Session Rating:
4.83 |
Year:
2011
Categories:
Marketing
Recording Type:
General Session
Social Media Marketing: Strengthening Client and Developing Relationships through the Internet
Speakers
: James Silbernagel, CFP, LUTCF
Competence:
Skills |
Level:
Basic |
Session Rating:
4.05 |
Year:
2014
Categories:
Technology
,
Social Media
Recording Type:
Breakout Sessions
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