Full Product List

How the Changing Economic Environment Impacts Your Business
Speakers: David O'Malley, President and COO, Eamon Walsh
Competence: Technical | Level: Basic | Session Rating: 4.00 | Year: 2019
Categories: Regulatory
Recording Type: Industry Partners
How the Changing Economic Environment Impacts Your Business
Speakers: Dave O'Malley
Competence: Technical | Level: Broad | Session Rating: 3.68 | Year: 2020
Categories: Product, Product Comparisons
Recording Type: General Session
How the Upcoming Election May Change the Tax Landscape and What It Means For Your High-Net-Worth Clients
Speakers: Michael Amoia
Competence: Broad | Level: Basic | Session Rating: | Year: 2020
Categories: Business Planning
Recording Type: Webinar
How to Differentiate Yourself from all of Your Competition
Speakers: Michael J. O'Donnel
Competence: Sales | Level: Broad | Session Rating: 4.77 | Year: 2013
Categories: Marketing
Recording Type: Breakout Sessions
How to EFFECTIVELY Use Captive Insurance Companies in Your Practice
Speakers: Wes Sierk, President and Co-Founder, Risk Management Advisors, Inc.
Competence: Broad | Level: Basic | Session Rating: 4.40 | Year: 2020
Categories: Business Planning
Recording Type: Webinar
How to Get Paid for Managing Life Insurance Policies like a Stock or a Bond
Speakers: Michael J. O'Donnel
Competence: Skills | Level: Basic | Session Rating: 4.18 | Year: 2019
Categories: Practice Management
Recording Type: NED Talk
How to Help Save Your Client from an Unexpected Tax Burden - 1035’s and Mirrored Loans
Speakers: Cathy Neifeld
Competence: Technical | Level: Broad | Session Rating: | Year: 2019
Categories: Product, Life Insurance, Product Comparisons
Recording Type: Webinar
How to Improve Your Sales Through Powerful Customer Meetings (PDF PPT ONLY)
Speakers: Bryan Field
Competence: Sales | Level: Broad | Session Rating: 3.67 | Year: 2012
Categories: Practice Management
Recording Type: Breakout Sessions
How to Lower Your Tax Bracket in Retirement
Speakers: Jim Farmer, CLU, CHFC, LUTCF
Competence: Technical | Level: Broad | Session Rating: 4.75 | Year: 2021
Categories: Business Planning
Recording Type: Breakout Sessions
How to Motivate a Client to Take Action. Hint, It's Not an Illustration
Speakers: Howard Sharfman
Competence: Sales | Level: Basic | Session Rating: 4.43 | Year: 2020
Categories: Marketing
Recording Type: General Session
How to Multiply Yourself as Rainmaker of Your Financial Services Practice
Speakers: Jason L Smith, CEP, CLTC
Competence: Skills | Level: Basic | Session Rating: 4.80 | Year: 2019
Categories: Practice Management
Recording Type: Breakout Sessions
How to Use Leading-edge Case Design and Sales Strategies to Build a Business and Impress Clients and Advisors (PDF PPT ONLY)
Speakers: Bobby Samuelson, Howard Sharfman
Competence: Technical | Level: Advanced | Session Rating: 4.67 | Year: 2011
Categories: Product, Life Insurance Products, Product Comparisons
Recording Type: Breakout Sessions
How to Use Quantitative Analysis to Motivate Clients to Use Life Insurance (PDF PPT ONLY)
Speakers: Ken Masters
Competence: Technical | Level: Broad | Session Rating: 4.43 | Year: 2012
Categories: Accumulation Planning with Life Insurance, Life Insurance as an Asset Class
Recording Type: Breakout Sessions
How Well Do You Know Insurance Products? (PDF PPT ONLY)
Speakers: Laurence E. Herman
Competence: Technical | Level: Broad | Session Rating: 4.47 | Year: 2011
Categories: Product, Life Insurance Products, Product Comparisons
Recording Type: Breakout Sessions
Improving (Risk – Adjusted) Returns in a Portfolio Using Life Insurance
Speakers: Christian Kaplan
Competence: Technical | Level: Advanced | Session Rating: 4.50 | Year: 2018
Categories: Accumulation Planning with Life Insurance, Life Insurance as an Asset Class
Recording Type: General Session
Increase Deductions, Income and Healthcare Expense Coverage with 401(h), While Reducing Risk with Life Insurance
Speakers: Jonathan Barrera
Competence: Technical | Level: Advanced | Session Rating: 3.00 | Year: 2019
Categories: Business Planning, Qualified Plans
Recording Type: Webinar
Individual Life & LTD Products on a Multi-Life Platform
Speakers: Dana M. Mikstay, CLU
Competence: Sales | Level: Basic | Session Rating: 4.50 | Year: 2020
Categories: Business Planning, Key Person (Life and DI)
Recording Type: Breakout Sessions
Industry Partner Fast and Furious
Speakers:
Competence: Sales | Level: Broad | Session Rating: 3.30 | Year: 2015
Categories: Marketing
Recording Type: General Session
Industry Partner Fast and Furious…Show Me the Money
Speakers: Bryan Schick, Dave Wilken, Dennis Little, Devang Patel, Jon B. Mendelsohn, Jonah Kahn, Kevin Fales, Scott Conley, Tim Olsen, Tom Bates
Competence: Sales | Level: Broad | Session Rating: 4.50 | Year: 2014
Categories: Marketing
Recording Type: General Session
Infiltrate. Escalate. Automate. Top Strategies for Growing a Successful Advisory Firm
Speakers: Carl Smith, Devang Patel, Don Chamberlin, Jason Smith
Competence: Sales | Level: Broad | Session Rating: 4.05 | Year: 2016
Categories: Marketing
Recording Type: General Session

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