Full Product List

Driving Value After the Sale – Business Plan Administration with Lincoln LifeComp
Speakers: Jordan Walker
Competence: Technical | Level: Broad | Session Rating: | Year: 2019
Categories: Non-Qualified Executive Compensation Arrangement
Recording Type: Webinar
Emerging Leaders and Legends
Speakers: Brian Sak, Jason L. Smith, Joshua W. Coleman, Sean King
Competence: Skills | Level: Broad | Session Rating: 4.93 | Year: 2015
Categories: Leadership
Recording Type: General Session
Emerging Trends in Higher Education: How it Will Reshape the Industry and Your Business - With student panel: Jared Neven, Michael Walsh, Preston Weaver, and Tyler Chaney
Speakers: John Gilliam, Ph.D., CFP, CLU, ChFC
Competence: Skills | Level: Basic | Session Rating: 4.65 | Year: 2014
Categories: Practice Management
Recording Type: Breakout Sessions
End Prospecting Forever: A Step by Step Guide in the Art and Science of Marketing to CPAs and Tax Attorneys
Speakers: Robert Cohen
Competence: Sales | Level: Basic | Session Rating: 3.47 | Year: 2019
Categories: Marketing
Recording Type: Webinar
ESOP 101: Who, What and Why an ESOP Over Other Exit Planning Options
Speakers: Rick Jaye, AIF, CRC
Competence: Technical | Level: Basic | Session Rating: 4.80 | Year: 2020
Categories: Business Planning, Qualified Plans
Recording Type: Breakout Sessions
Essential Skills for Advising Women in Couples
Speakers: Kathleen Burns Kingsbury
Competence: Sales | Level: Broad | Session Rating: 4.80 | Year: 2015
Categories: Marketing
Recording Type: General Session
Estate and Gift Tax Legislative Update
Speakers: David A. Handler, P.C.
Competence: Technical | Level: Advanced | Session Rating: 4.28 | Year: 2013
Categories: Estate Planning/Wealth Transfer, Estate and Gift Tax Rule, Legislative Changes/Developments
Recording Type: General Session
Estate Planning in a New World: It's Not Just about the Tax, It Is about Liquidity
Speakers: Bill Beynon
Competence: Sales | Level: Broad | Session Rating: 4.67 | Year: 2016
Categories: Estate Planning/Wealth Transfer, Estate and Gift Tax Rule
Recording Type: NED Talk
Estate Planning in a Time of Uncertainty
Speakers: Tom Commito, Lincoln Financial Group & Steve Burk, Insurance Decisions.
Competence: Sales | Level: Basic | Session Rating: 4.30 | Year: 2021
Categories: Insurance Products
Recording Type: Webinar
Evaluating IUL for the AUM Advisor
Speakers: Ben Rainey, WealthPoint
Competence: Technical | Level: Broad | Session Rating: 4.46 | Year: 2021
Categories: Business Planning
Recording Type: Breakout Sessions
Executing Your Greatness Through Story
Speakers: Bo Eason
Competence: Sales | Level: Basic | Session Rating: 4.42 | Year: 2020
Categories: Marketing
Recording Type: General Session
Executive Benefits - Industry Update and What's Working Now
Speakers: Matt P. Anderson, MBA, AIF
Competence: Technical | Level: Broad | Session Rating: 3.94 | Year: 2013
Categories: Business Planning, Non-Qualified Executive Compensation Arrangement, Deferrred Compensation
Recording Type: Breakout Sessions
Expanding What's Possible by Financing a LIRP
Speakers: Mike Seltzer
Competence: Sales | Level: Broad | Session Rating: | Year: 2019
Categories: Accumulation Planning with Life Insurance, Premium Finance
Recording Type: Webinar
Expert Panel Discussion on the Future of Product Pricing (PDF PPT ONLY)
Speakers: Bobby Samuelson, Ken Fisher, Michael Babkian, Neal Kerins, Tom Doruska
Competence: Sales | Level: Broad | Session Rating: 4.80 | Year: 2012
Categories: Product, New Products
Recording Type: Breakout Sessions
Family Matters: Strategies to Preserve the Legacy
Speakers: Meg Muldoon, J.D., LL.M
Competence: Technical | Level: Broad | Session Rating: | Year: 2019
Categories: Estate Planning/Wealth Transfer, Family Matters, Multi-Generational Planning
Recording Type: Webinar
Family Wealth Continuity: The Role of a Trusted Advisor
Speakers: Otis Baskin, PhD
Competence: Skills | Level: Basic | Session Rating: 4.21 | Year: 2019
Categories: Business Planning, Exit Planning and Succession
Recording Type: General Session
Fast and Furious Sales Idea
Speakers:
Competence: Sales | Level: Broad | Session Rating: 4.59 | Year: 2017
Categories: Marketing
Recording Type: General Session
Fast and Furious Sales Ideas
Speakers:
Competence: Sales | Level: Broad | Session Rating: 4.81 | Year: 2014
Categories: Marketing
Recording Type: General Session
Fast and Furious Sales Ideas
Speakers:
Competence: Sales | Level: Broad | Session Rating: 4.70 | Year: 2015
Categories: Marketing
Recording Type: General Session
Fill Income Coverage Gaps for Highly Compensated Executives/Partners/Principals and Sell More Life Insurance
Speakers: Dana Mikstay
Competence: Sales | Level: Advanced | Session Rating: 4.51 | Year: 2016
Categories: Product, Key Person (Life and DI)
Recording Type: NED Talk

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