Accumulation Planning with Life Insurance
Business Planning
Estate Planning/Wealth Transfer
Insurance Products
Leadership
Marketing
Practice Management
Product
Technology
Full Product List
Best Practices for Increasing Revenue and Productivity (PDF PPT ONLY)
Speakers
: Mayur Dalal
Competence:
Skills |
Level:
Broad |
Session Rating:
4.62 |
Year:
2012
Categories:
Recording Type:
Breakout Sessions
Beyond Ratings: Looking at Financial Strength (PDF PPT ONLY)
Speakers
: Lawrence J. Rybka, JD, CFP®
Competence:
Technical |
Level:
Basic |
Session Rating:
4.91 |
Year:
2012
Categories:
Product
,
Life Insurance Products
,
Product Comparisons
Recording Type:
Breakout Sessions
Beyond the Pale: Too Hot to Handle Sales Ideas
Speakers
: Michael Amoia
Competence:
Technical |
Level:
Broad |
Session Rating:
4.82 |
Year:
2015
Categories:
Accumulation Planning with Life Insurance
,
Retirement Income Planning
Recording Type:
General Session
Bo Eason Deep Dive: Stepping Into the Power of Your Story
Speakers
: Bo Eason
Competence:
Skills |
Level:
Basic |
Session Rating:
3.82 |
Year:
2020
Categories:
Marketing
Recording Type:
Breakout Sessions
Bon Voyage - The Nine Secrets of the Ultra Happy (PDF PPT ONLY)
Speakers
: Ralph Antolino Jr.
Competence:
Sales |
Level:
Broad |
Session Rating:
4.78 |
Year:
2011
Categories:
Marketing
Recording Type:
Breakout Sessions
Building Confidence in Times of Crisis
Speakers
: Danielle Pagan, Business Insurance Consultant, Matthew Fowler, Divisional Sales Manager and Jordan Walker, Business Insurance Manager
Competence:
Broad |
Level:
Basic |
Session Rating:
Insufficient Data |
Year:
2020
Categories:
Business Planning
Recording Type:
Webinar
Building Your Business 10x
Speakers
: Dean Harder, The OYRI Group; Norm Trainor, The Covenant Group; Dr. Keita Demming, The Covenant Group
Competence:
Broad |
Level:
Basic |
Session Rating:
4.33 |
Year:
2021
Categories:
Practice Management
Recording Type:
Webinar
Bullet Proofing LLCs and FLPs (PDF PPT ONLY)
Speakers
: John Porter
Competence:
Technical |
Level:
Advanced |
Session Rating:
4.44 |
Year:
2011
Categories:
Estate Planning/Wealth Transfer
,
Trust Planning
Recording Type:
General Session
Burning Questions (and Even Hotter Answers) About Grantor Trusts (PDF PPT ONLY)
Speakers
: Sam Donaldson
Competence:
Technical |
Level:
Advanced |
Session Rating:
5.00 |
Year:
2012
Categories:
Estate Planning/Wealth Transfer
,
Income Tax Planning
Recording Type:
Breakout Sessions
Business Opportunities in an Unstable Market
Speakers
: Scott Conley, Jon Whitacre, Daniel C. Danese, CFP(R), CLU(R), RICP, Mike Owens, CLU, ChFC, RFC
Competence:
Sales |
Level:
Basic |
Session Rating:
3.76 |
Year:
2019
Categories:
Business Planning
,
Exit Planning and Succession
Recording Type:
Industry Partners
Business Succession Planning for Clients - Q&A
Speakers
: John Brown, Charles H. Baldwin, MBA, CLU, ChFC, Rick Jaye, AIF, CRC, Vincent M. D'Addona, CLU, ChFC, MSFS, AEP, RICP
Competence:
Sales |
Level:
Broad |
Session Rating:
4.44 |
Year:
2018
Categories:
Business Planning
,
Exit Planning and Succession
Recording Type:
Breakout Sessions
Buyer and Seller Beware: Is IUL our Future or our Future Liability?
Speakers
: Robert D. Stuchiner
Competence:
Technical |
Level:
Advanced |
Session Rating:
4.75 |
Year:
2014
Categories:
Product
,
Life Insurance Products
,
Product Comparisons
Recording Type:
General Session
Cannabis, Cancers, Coronaries and Cocktails
Speakers
: Dennis Bartos
Competence:
Technical |
Level:
Broad |
Session Rating:
4.72 |
Year:
2017
Categories:
Product
,
Underwriting
Recording Type:
NED Talk
Capitalizing on the Ripple Effect of COVID-19 Business Decisions on Executive Retirement Benefits
Speakers
: Michael Fontanini, MT, CFP®, CLU®, Vice President, Advanced Sales and Design and Adam Sandahl is Senior Vice President of Corporate and Business Solutions for Lion Street.
Competence:
Broad |
Level:
Basic |
Session Rating:
|
Year:
2020
Categories:
Business Planning
,
Quality Plans and Non-Qualified Executive Compensation
Recording Type:
Webinar
Captive Insurance Demystified
Speakers
: Randy Zipse, Wesley Sierk, III
Competence:
Technical |
Level:
Advanced |
Session Rating:
4.43 |
Year:
2015
Categories:
Business Planning
,
Captive Insurance Companies (CIC)
Recording Type:
Breakout Sessions
Change, the Tax Law and the Little Things that Make Forum Members Successful
Speakers
: Howard Sharfman
Competence:
Sales |
Level:
Broad |
Session Rating:
4.93 |
Year:
2018
Categories:
Estate Planning/Wealth Transfer
,
Estate and Gift Tax Rule
,
Legislative Changes/Developments
Recording Type:
General Session
Changing the Dialogue - A Different Way to Talk with Clients and Advisors about Planning
Speakers
: Eleanor I. Johnson, CPA, CLU
Competence:
Sales |
Level:
Broad |
Session Rating:
4.53 |
Year:
2014
Categories:
Accumulation Planning with Life Insurance
,
Life Insurance as an Asset Class
Recording Type:
Breakout Sessions
Clarify Your Message So Customers Will Listen: How the Power of Story Can Grow Your Business (PDF PPT ONLY)
Speakers
: Tim Arnold
Competence:
Skills |
Level:
Broad |
Session Rating:
4.82 |
Year:
2019
Categories:
Marketing
Recording Type:
General Session
Client Continuity Beats Business Succession
Speakers
: Terry White, Todd S Healy
Competence:
Other |
Level:
Basic |
Session Rating:
3.62 |
Year:
2017
Categories:
Practice Management
Recording Type:
General Session
COI Education Panel
Speakers
: Deep Banjaree, Michael Parker, Scotty Brennan
Competence:
Technical |
Level:
Broad |
Session Rating:
5.00 |
Year:
2016
Categories:
Product
,
Life Insurance Products
,
Product Comparisons
Recording Type:
General Session
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
Keyword Search
Filter products by:
Competence:
Broad
Other
Sales
Skills
Technical
Level:
Advanced
Basic
Broad
Sales
Technical
Session Rating:
2 +
3 +
4 +
5
Recording Type:
Breakout Sessions
Fast and Furious
General Session
Industry Partners
NED Talk
Webinar
Year:
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021