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Control Your Taxes, Maximize Your Wealth
Speakers: Rebecca Walser, JD, LLM, CFP
Competence: Sales | Level: Basic | Session Rating: 4.00 | Year: 2020
Categories: Life Insurance as an Asset Class
Recording Type: Breakout Sessions
Countering the Effects of Market Volatility on College Planning
Speakers: John W. Wheeler, Jr,
Competence: Sales | Level: Basic | Session Rating: 4.76 | Year: 2017
Categories: Accumulation Planning with Life Insurance, Life Insurance as an Asset Class
Recording Type: NED Talk
Create Clients for Life
Speakers: Mayur T. Dalal, MBA
Competence: Skills | Level: Basic | Session Rating: 5.00 | Year: 2020
Categories: Estate Planning/Wealth Transfer, Family Matters
Recording Type: Breakout Sessions
Creating the Life You Want: Strategies for Entrepreneurial Success
Speakers: Paulette Sopoci
Competence: Skills | Level: Broad | Session Rating: 3.83 | Year: 2014
Categories: Leadership
Recording Type: General Session
Creative Tax and Estate Planning Ideas for Closely Held and Family Businesses and their Owner Operators
Speakers: Gary Zwick, JD, LLM., CPA
Competence: Technical | Level: Advanced | Session Rating: 4.52 | Year: 2013
Categories: Business Planning, Qualified Plans
Recording Type: Breakout Sessions
Critical Compliance Issues for 2013
Speakers: John Huggard, JD, CFP, ChFC, CLU
Competence: Skills | Level: Broad | Session Rating: 4.72 | Year: 2013
Categories: Product, Regulatory
Recording Type: Breakout Sessions
Cutting-Edge Trends in Executive Compensation
Speakers: Jamie Hebets, Jim Hebets
Competence: Sales | Level: Broad | Session Rating: 4.33 | Year: 2019
Categories: Business Planning, Non-Qualified Executive Compensation Arrangement, Deferrred Compensation
Recording Type: Breakout Sessions
De-Risking Retirement Using Permanent Life Insurance
Speakers: Gonzalo M. Garcia, CLU
Competence: Sales | Level: Broad | Session Rating: 4.17 | Year: 2019
Categories: Accumulation Planning with Life Insurance, Retirement Income Planning
Recording Type: NED Talk
Deep Dive: Amplifying Your Brand in this Force Fed World of Collaboration and Commoditization
Speakers: Todd Fithian
Competence: Sales | Level: Broad | Session Rating: 4.33 | Year: 2019
Categories: Marketing
Recording Type: Breakout Sessions
Deep Dive: Don’t Waste the Basis
Speakers: Curtis V. Cloke, CLTC, LUTCF, RICP
Competence: Sales | Level: Broad | Session Rating: 5.00 | Year: 2018
Categories: Product, Annuities
Recording Type: Breakout Sessions
Deep Dive: Five Steps to Create or Improve Any Message: How to Use Speaking to Grow Your Practice and Position Yourself as an Expert and Results Leader
Speakers: Joel Weldon
Competence: Skills | Level: Broad | Session Rating: 4.63 | Year: 2020
Categories: Marketing
Recording Type: Breakout Sessions
Deep Dive: Influence and Collaboration: The Keys To Success
Speakers: Jim Motroni
Competence: Technical | Level: Broad | Session Rating: 4.72 | Year: 2017
Categories: Leadership
Recording Type: Breakout Sessions
Deep Dive: Intergenerational Split-Dollar; The Morrissette Case – a Taxpayer Victory (PDF PPT ONLY)
Speakers: James McNair, Senior Tax Partner
Competence: Technical | Level: Advanced | Session Rating: 5.00 | Year: 2018
Categories: Estate Planning/Wealth Transfer, Private Split Dollar
Recording Type: Breakout Sessions
Deep Dive: Referrals Without Asking
Speakers: John Ruhlin
Competence: Skills | Level: Broad | Session Rating: 4.90 | Year: 2020
Categories: Marketing
Recording Type: Breakout Sessions
Developing Your Practice For Tomorrow
Speakers: Mark Hug
Competence: Skills | Level: Basic | Session Rating: 3.55 | Year: 2019
Categories: Practice Management
Recording Type: General Session
Do You Know What You Don't Know About Premium Finance?
Speakers: Michael Fontanini, Michael Seltzer
Competence: Technical | Level: Advanced | Session Rating: 4.85 | Year: 2016
Categories: Estate Planning/Wealth Transfer, Premium Financing Estate Cases
Recording Type: NED Talk
Don't Get Left Behind: Sales & Marketing in a Virtual Environment
Speakers: Dave Alison, CFP, EA
Competence: Technical | Level: Broad | Session Rating: 4.75 | Year: 2021
Categories: Marketing
Recording Type: Breakout Sessions
Don't Miss the Boat: International Clients are Buying a Lot of US Life Insurance
Speakers: Mary Oliva, Michael Amoia, JD, LLM (Tax), CFP, CLU, ChFC
Competence: Technical | Level: Advanced | Session Rating: | Year: 2013
Categories: Estate Planning/Wealth Transfer, International Planning
Recording Type: Breakout Sessions
Don’t Get Capsized by the Blue Wave: Opportunities for Wealth Planning in the Face of Proposed Democratic Tax Policies
Speakers: Edward Renn
Competence: Technical | Level: Broad | Session Rating: 4.13 | Year: 2020
Categories: Estate Planning/Wealth Transfer, Estate and Gift Tax Rule
Recording Type: General Session
Don’t Waste the Basis
Speakers: Curtis V. Cloke, CLTC, LUTCF, RICP
Competence: Sales | Level: Broad | Session Rating: 4.89 | Year: 2018
Categories: Product, Annuities
Recording Type: NED Talk

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