Accumulation Planning with Life Insurance
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Finding Dollars to Purchase Life Insurance in a Difficult Case: Generating Income Tax Deductions
Speakers
: Jon Forster, Partner, Baker & Hostetler LLP & John DeStefano.
Competence:
Broad |
Level:
Basic |
Session Rating:
4.90 |
Year:
2020
Categories:
Recording Type:
Webinar
Flawless Implementation...it's probably not going to happen without you!
Speakers
: Mike Owens
Competence:
Sales |
Level:
Basic |
Session Rating:
4.01 |
Year:
2017
Categories:
Practice Management
Recording Type:
NED Talk
Forum 400: A Meeting Place for Great Minds
Speakers
: Gerald P.R. Sacks
Competence:
Skills |
Level:
Basic |
Session Rating:
4.74 |
Year:
2013
Categories:
Leadership
Recording Type:
General Session
Forum MAX Best of the Best: Utilizing Technology to Drive Sales
Speakers
: Jamie Farmer, CLU, CHFU
Competence:
Technical |
Level:
Basic |
Session Rating:
4.50 |
Year:
2021
Categories:
Product
Recording Type:
Breakout Sessions
From Planning Paralysis to Taking Action
Speakers
: Carly Brooks, CFP & TODD S. HEALY, MSW, CLU, CHFC, AEP, CAP
Competence:
Sales |
Level:
Basic |
Session Rating:
4.38 |
Year:
2021
Categories:
Product
Recording Type:
General Session
Generate More Executive Bonus Opportunities with Lincoln Rewards Plus
Speakers
: Jordan Walker, Lincoln Financial Group & Cathy Neifeld, JD
Competence:
Sales |
Level:
Basic |
Session Rating:
4.09 |
Year:
2021
Categories:
Product
Recording Type:
General Session
Getting to the Heart of the Matter
Speakers
: Curtis V. Cloke, CLTC, LUTCF, RICP
Competence:
Skills |
Level:
Basic |
Session Rating:
4.05 |
Year:
2019
Categories:
Marketing
Recording Type:
NED Talk
Gift·ology
Speakers
: John Ruhlin
Competence:
Sales |
Level:
Basic |
Session Rating:
4.53 |
Year:
2020
Categories:
Marketing
Recording Type:
General Session
Gifting in Uncertain Times
Speakers
: Caroline McKay, JD, LLM, AVP and Counsel with the Advanced Markets Group, John Hancock Insurance
Competence:
Broad |
Level:
Basic |
Session Rating:
4.80 |
Year:
2020
Categories:
Estate Planning/Wealth Transfer
Recording Type:
Webinar
Giving Financial Direction and Hope in Crisis
Speakers
: Angela Kennedy Robinson, CRC; Mike Owens, CLU, ChFC, RFC; Curtis Cloke, CLTC, LUTCF, RICP; James Sweeney Farmer, CLU ChFC LUTCF
Competence:
Broad |
Level:
Basic |
Session Rating:
Insufficient Data |
Year:
2020
Categories:
Business Planning
Recording Type:
Webinar
Goals vs. Desires: Who's Really in Control?
Speakers
: Randy Marshall
Competence:
Skills |
Level:
Basic |
Session Rating:
4.50 |
Year:
2019
Categories:
Practice Management
Recording Type:
Breakout Sessions
Going Beyond What the Carriers Are Telling You – What the Changing Life Insurance Landscape Really Means to Your Clients and Your Business
Speakers
: Michael Amoia, JD, LLM, CLU, ChFC; Curtis Cloke, CLTC, LUTCF, RICP; Michael Fontanini, MT, CFP, CLU; Ralph Dittrich, CLU, ChFC; and Marc Schwartz, JD, CLU
Competence:
Broad |
Level:
Basic |
Session Rating:
4.50 |
Year:
2020
Categories:
Business Planning
,
Captive Insurance Products
Recording Type:
Webinar
Growing Your Business through the Underserved COLI Market
Speakers
: Chuck Van Devander
Competence:
Technical |
Level:
Broad |
Session Rating:
|
Year:
2019
Categories:
Product
,
Life Insurance
,
Product Comparisons
Recording Type:
Webinar
Growing Your Firm In A Crowded Market
Speakers
: Chuck Van Devander, J.D., LL.M, CLU, CHFC, Chris Baker
Competence:
Sales |
Level:
Broad |
Session Rating:
3.69 |
Year:
2019
Categories:
Business Planning
,
Non-Qualified Executive Compensation Arrangement
,
Deferrred Compensation
Recording Type:
Industry Partners
Hedging Market Volatility in Retirement Planning
Speakers
: John W. Wheeler, Jr, CFP, CLU, ChFC, CRPC, LUTCF
Competence:
Sales |
Level:
Broad |
Session Rating:
4.81 |
Year:
2019
Categories:
Accumulation Planning with Life Insurance
,
Retirement Income Planning
Recording Type:
NED Talk
Heirarchy of Money
Speakers
: Jim Forbis
Competence:
Sales |
Level:
Broad |
Session Rating:
4.24 |
Year:
2016
Categories:
Marketing
Recording Type:
NED Talk
High-Tech/High-Touch: LinkedIn & Social Selling for Huge Sales and Referrals Success (PDF PPT ONLY)
Speakers
: Kevin Knebl, CMEC
Competence:
Skills |
Level:
Basic |
Session Rating:
4.94 |
Year:
2019
Categories:
Technology
,
Social Media
Recording Type:
NED Talk
How Investing in ROR - Return on Relationships - Can Dramatically Impact Your Bottom Line
Speakers
: Tommy Spaulding
Competence:
Skills |
Level:
Broad |
Session Rating:
4.01 |
Year:
2016
Categories:
Practice Management
Recording Type:
General Session
How Life Insurance Impacted My Family
Speakers
: Jason Mendelsohn
Competence:
Sales |
Level:
Broad |
Session Rating:
5.00 |
Year:
2016
Categories:
Product
,
Life Insurance Products
,
Multi-Generational Planning
Recording Type:
NED Talk
How Not to Blow the $100 Million Case!
Speakers
: Dennis Bartos, William Nick Beynon
Competence:
Technical |
Level:
Broad |
Session Rating:
4.22 |
Year:
2019
Categories:
Product
,
Underwriting
Recording Type:
General Session
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