Accumulation Planning with Life Insurance
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Speaking Made Simple: How to Open and Close Your Message to Create Connection and Maximum Impact
Speakers
: Joel Weldon
Competence:
Skills |
Level:
Broad |
Session Rating:
4.74 |
Year:
2020
Categories:
Recording Type:
General Session
Spend An Hour With A Renowned Global Authority On Important Aspects Of Cross-Border Planning For American Producers
Speakers
: CRAIG HAMPTON DISTINGUISHED PROFESSOR OF LAW UNITED STATES • UNITED KINGDOM • THE BAHAMAS & JOHN WHEELER, Jr, CFP, CLU, ChFC, CRPC, LUTCF, LACP, CLTC
Competence:
Skills |
Level:
Broad |
Session Rating:
|
Year:
2021
Categories:
Recording Type:
Webinar
Split Dollar Is the Key to Unlocking Big Cases
Speakers
: Jon Whitacre
Competence:
Sales |
Level:
Broad |
Session Rating:
4.56 |
Year:
2019
Categories:
Business Planning
,
Non-Qualified Executive Compensation Arrangement
,
Split Dollar
Recording Type:
Webinar
Split Dollar: Why You Should Still Use It, and When You Shouldn’t
Speakers
: Joshua Husbands
Competence:
Technical |
Level:
Broad |
Session Rating:
3.41 |
Year:
2020
Categories:
Estate Planning/Wealth Transfer
,
Private Split Dollar
Recording Type:
General Session
State-of-the-Art Life Insurance Planning for UHNW Clients
Speakers
: Robert W. Finnegan
Competence:
Technical |
Level:
Advanced |
Session Rating:
4.29 |
Year:
2017
Categories:
Estate Planning/Wealth Transfer
,
Estate and Gift Tax Rule
,
Techniques
Recording Type:
NED Talk
Step Back and Take Your Life Insurance IQ
Speakers
: Mark D. Milbrod, CLU, CLTC
Competence:
Sales |
Level:
Broad |
Session Rating:
4.55 |
Year:
2020
Categories:
Product
,
Product Comparisons
Recording Type:
Breakout Sessions
Strategies Used to Support Life Insurance to Pay Estate Tax Liabilities (PDF PPT ONLY)
Speakers
: Chris Erblich
Competence:
Technical |
Level:
Broad |
Session Rating:
4.94 |
Year:
2011
Categories:
Estate Planning/Wealth Transfer
,
Estate and Gift Tax Rule
,
Techniques
Recording Type:
General Session
Succession (Insurance's All in the Family Version)
Speakers
: Anthony Martin, Gean Martin, Todd Martin
Competence:
Skills |
Level:
Basic |
Session Rating:
4.85 |
Year:
2015
Categories:
Practice Management
Recording Type:
General Session
Succession Planning in the Real World is Hard
Speakers
: Michael Amoia, J.D., LL.M, CLU, ChFC, SVP of Advanced Sales, Crump Life Insurance Sales
Competence:
Broad |
Level:
Basic |
Session Rating:
|
Year:
2020
Categories:
Business Planning
,
Buy-Sell Arrangements
Recording Type:
Webinar
Succession Planning: Been There, Done That
Speakers
: Howard Silverman, CLU, ChFC, CAP, Michael Richardson, Robert Trotenberg, CLU, CLTC, Scott Richardson, J.D., LLM, CLU, ChFC
Competence:
Technical |
Level:
Basic |
Session Rating:
4.32 |
Year:
2014
Categories:
Practice Management
Recording Type:
General Session
Succession, Four Years = Light Speed
Speakers
: Matt Lynch
Competence:
Technical |
Level:
Advanced |
Session Rating:
4.03 |
Year:
2015
Categories:
Practice Management
Recording Type:
General Session
Tax and Budget Policy in the New Congress (PDF PPT ONLY)
Speakers
: Kenneth J. Kies
Competence:
Technical |
Level:
Broad |
Session Rating:
4.83 |
Year:
2011
Categories:
Estate Planning/Wealth Transfer
,
Estate and Gift Tax Rule
,
Legislative Changes/Developments
Recording Type:
General Session
Tax Cuts and Jobs Act Opportunities for Qualified Money
Speakers
: Mary Read, Read, Ms.
Competence:
Sales |
Level:
Broad |
Session Rating:
4.69 |
Year:
2019
Categories:
Accumulation Planning with Life Insurance
,
Retirement Income Planning
Recording Type:
General Session
Tax Cuts and Jobs Act Opportunities for Qualified Money – A Distribution Solution
Speakers
: Mary Read
Competence:
Sales |
Level:
Advanced |
Session Rating:
|
Year:
2019
Categories:
Accumulation Planning with Life Insurance
,
Retirement Income Planning
Recording Type:
Webinar
Tech Tools to Increase Efficiency and Profitability
Speakers
: Tyler Horning
Competence:
Technical |
Level:
Broad |
Session Rating:
4.92 |
Year:
2016
Categories:
Technology
,
Business Applications
Recording Type:
NED Talk
Technology & Life Insurance…Yes, It Works!
Speakers
: Jennifer Dorfmeister and Jessica Yeager
Competence:
Technical |
Level:
Basic |
Session Rating:
4.17 |
Year:
2020
Categories:
Product
,
Underwriting
Recording Type:
Webinar
Technology Sharing: What Are You Using that Makes Your Business Better?
Speakers
: Jon B. Mendelsohn, Robert Slane, Stephen M. Thaler, Todd Carpenter
Competence:
Skills |
Level:
Broad |
Session Rating:
4.72 |
Year:
2015
Categories:
Technology
,
Business Applications
Recording Type:
Breakout Sessions
Technology Sharing: What Are You Using that Makes Your Business Better? (Part 2)
Speakers
: Arthur D. Farr, Doug Ray, Jason L. Smith
Competence:
Skills |
Level:
Broad |
Session Rating:
4.23 |
Year:
2015
Categories:
Technology
,
Business Applications
Recording Type:
Breakout Sessions
The "New" Pru - Life After Product & Distribution Integration
Speakers
: Kevin M. Brayton, Mark Hug
Competence:
Technical |
Level:
Basic |
Session Rating:
4.06 |
Year:
2014
Categories:
Product
,
Life Insurance Products
,
Product Comparisons
Recording Type:
General Session
The 1.2% Factor (PDF PPT ONLY)
Speakers
: Bob Davies
Competence:
Skills |
Level:
Basic |
Session Rating:
4.22 |
Year:
2011
Categories:
Practice Management
Recording Type:
General Session
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