Full Product List

The Psychology of the $100M Life Settlement
Speakers: Dan Stanley, Jon Mendelsohn
Competence: Sales | Level: Advanced | Session Rating: 5.00 | Year: 2016
Categories: Life Settlements
Recording Type: NED Talk
The Resurgence of Whole Life Insurance
Speakers: James Farka
Competence: Technical | Level: Broad | Session Rating: 3.58 | Year: 2018
Categories: Product, Life Insurance Products, Product Comparisons
Recording Type: General Session
The Return of the Economist
Speakers: Anirban Basu
Competence: Technical | Level: Broad | Session Rating: 4.70 | Year: 2020
Categories: Leadership
Recording Type: General Session
The Role of Life Insurance in Large Liquid Estates (PDF PPT ONLY)
Speakers: Michael Mingolelli, Jr., Esq.
Competence: Technical | Level: Broad | Session Rating: 4.15 | Year: 2012
Categories: Estate Planning/Wealth Transfer, Estate and Gift Tax Rule, Techniques
Recording Type: General Session
The Special Purpose Insurance LLC - What the Sophisticated Advisor Needs To Know
Speakers: Vince D'Addona & Jim Magner & Hosted by Guardian Life Insurance.
Competence: Broad | Level: Basic | Session Rating: | Year: 2021
Categories: Insurance Products
Recording Type: Webinar
The Tax Management Journey
Speakers: Dave Alison, Founder and CEO of Alison Wealth Management and EVP of C2P Enterprises
Competence: Broad | Level: Basic | Session Rating: 4.73 | Year: 2020
Categories: Business Planning
Recording Type: Webinar
The Tough Questions for Business Exit Strategy Planning
Speakers: Wayne D. Minich, CLU, ChFC
Competence: Sales | Level: Broad | Session Rating: 4.74 | Year: 2018
Categories: Business Planning, Exit Planning and Succession
Recording Type: Breakout Sessions
The Virtues of the 0% Tax Bracket
Speakers: David McKnight
Competence: Sales | Level: Broad | Session Rating: 4.22 | Year: 2013
Categories: Accumulation Planning with Life Insurance, Retirement Income Planning
Recording Type: General Session
The World is Changing - Do Something More
Speakers: Lee Brower, CLU, ChFC
Competence: Skills | Level: Broad | Session Rating: 4.87 | Year: 2013
Categories: Estate Planning/Wealth Transfer, Family Matters, Multi-Generational Planning
Recording Type: General Session
Time to Replace Your Flip Phone
Speakers: Roger Brooks, CLU, ChFC
Competence: Sales | Level: Basic | Session Rating: 3.27 | Year: 2018
Categories: Product, Life Insurance Products, Product Comparisons
Recording Type: NED Talk
Top Five Non-Financial Retirement Shocks - Are Your Clients Prepared? (PDF PPT ONLY)
Speakers: Dr. Robert Pokorski
Competence: Sales | Level: Basic | Session Rating: 4.63 | Year: 2012
Categories: Product, Long Term Care
Recording Type: General Session
Top Rated Presentation from Forum MAX: Business Owner Exit and Retirement Strategy
Speakers: John W. Wheeler, Jr, CFP, CLU, ChFC, CRPC, LUTCF, LACP
Competence: Sales | Level: Broad | Session Rating: 4.73 | Year: 2020
Categories: Business Planning, Exit Planning and Succession
Recording Type: General Session
Trends, Changes and the Future of Underwriting
Speakers: Cristina Downey, Jordan Carreira, Kent Major, William E. Moore
Competence: Skills | Level: Broad | Session Rating: 4.35 | Year: 2016
Categories: Product, Underwriting
Recording Type: General Session
Trends, Technology, and Taking the Lead
Speakers: Scott Klososky
Competence: Skills | Level: Broad | Session Rating: 4.60 | Year: 2015
Categories: Technology, Other
Recording Type: General Session
Understanding Life Insurance Re-Refulation (PDF PPT ONLY)
Speakers: Jerome F. Weihs
Competence: Technical | Level: Broad | Session Rating: 4.06 | Year: 2011
Categories: Product, Regulatory
Recording Type: General Session
Understanding the Details of Developing Your Practice for Tomorrow
Speakers: Mark Hug
Competence: Skills | Level: Broad | Session Rating: | Year: 2019
Categories: Practice Management
Recording Type: Webinar
Uninsurable? So What! (PDF PPT ONLY)
Speakers: Gerald P.R. Sacks
Competence: Sales | Level: Basic | Session Rating: 4.93 | Year: 2011
Categories: Product, Underwriting
Recording Type: Breakout Sessions
Unique Solutions for Enhancing Global Wealth
Speakers: Celeste Moya, Kristin Bulat
Competence: Technical | Level: Advanced | Session Rating: 3.96 | Year: 2015
Categories: Estate Planning/Wealth Transfer, International Planning
Recording Type: General Session
Using High Cash Value Life Insurance as a Cash Alternative
Speakers: Tony Martin
Competence: Technical | Level: Broad | Session Rating: 4.03 | Year: 2016
Categories: Accumulation Planning with Life Insurance, Life Insurance as an Asset Class
Recording Type: NED Talk
Using Life Insurance to Stabilize a Portfolio
Speakers: Thomas J. Pauloski, J.D.
Competence: Sales | Level: Broad | Session Rating: 4.74 | Year: 2014
Categories: Estate Planning/Wealth Transfer, Estate and Gift Tax Rule, Legislative Changes/Developments
Recording Type: General Session

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