Full Product List

A New Paradigm Shift - Executive Benefits and Business Planning Applications with Global Indexed Ul (PDF PPT ONLY)
Speakers: Dave Wilken, Joel Hummel, Randy Kemnitz
Competence: Sales | Level: Broad | Session Rating: 4.08 | Year: 2011
Categories: Product, New Products
Recording Type: General Session
A Second Look - Estate Planning Using Trust Protectors (PDF PPT ONLY)
Speakers: Carl Waldman
Competence: Technical | Level: Advanced | Session Rating: 4.24 | Year: 2011
Categories: Estate Planning/Wealth Transfer, Trust Planning
Recording Type: Breakout Sessions
And the Clients Went Wild! (PDF PPT ONLY)
Speakers: Maribeth Kuzmeski
Competence: Sales | Level: Basic | Session Rating: 4.83 | Year: 2011
Categories: Technology, Social Media
Recording Type: General Session
Back to the Future - Using Techniques from the Past (PDF PPT ONLY)
Speakers: James Monteverde
Competence: Technical | Level: Advanced | Session Rating: 4.58 | Year: 2011
Categories: Estate Planning/Wealth Transfer, Income Tax Planning
Recording Type: General Session
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
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
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 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
It's 2011: What Happens Now? (PDF PPT ONLY)
Speakers: Jonathan M. Forster, Martin Kalb
Competence: Technical | Level: Broad | Session Rating: 4.61 | Year: 2011
Categories: Leadership
Recording Type:
Leveraging Social Media - How to Use Twitter, Linkedin, and Facebook (PDF PPT ONLY)
Speakers: David Steel
Competence: Sales | Level: Broad | Session Rating: 4.38 | Year: 2011
Categories: Technology, Social Media
Recording Type: Breakout Sessions
Leveraging Software & the Internet to Improve Prospecting for A+ "Clientele" (PDF PPT ONLY)
Speakers: Kip Gregory
Competence: Sales | Level: Basic | Session Rating: 4.75 | Year: 2011
Categories: Technology, Social Media
Recording Type: General Session
Levy-isms for Success (PDF PPT ONLY)
Speakers: Leon L. Levy, Victor S. Levy
Competence: Sales | Level: Basic | Session Rating: 4.77 | Year: 2011
Categories: Practice Management
Recording Type: Breakout Sessions
Life Insurance as an Asset Class (PDF PPT ONLY)
Speakers: Richard M. Weber
Competence: Technical | Level: Broad | Session Rating: 4.63 | Year: 2011
Categories: Product, Life Insurance Products, Product Comparisons
Recording Type: Breakout Sessions
Life Insurance Products - "Tips," "Tricks" & "Quirks" (PDF PPT ONLY)
Speakers: Chris Baker
Competence: Other | Level: Basic | Session Rating: 4.33 | Year: 2011
Categories: Product, Life Insurance Products, Product Comparisons
Recording Type: Breakout Sessions
Make Underwriting a Success (PDF PPT ONLY)
Speakers: Jack Cotlar
Competence: Skills | Level: Basic | Session Rating: 4.33 | Year: 2011
Categories: Product, Underwriting
Recording Type: Breakout Sessions
New Hampshire - The Preferred Situs for Perpetual Trusts (PDF PPT ONLY)
Speakers: Charles H. Baldwin, Joseph F. McDonald, III
Competence: Technical | Level: Broad | Session Rating: | Year: 2011
Categories: Estate Planning/Wealth Transfer, Trust Planning
Recording Type: Breakout Sessions
New Opportunities in Existing CRTs (PDF PPT ONLY)
Speakers: Evan Unzelman, James Dyer
Competence: Technical | Level: Broad | Session Rating: 4.59 | Year: 2011
Categories: Estate Planning/Wealth Transfer, Charitable Planning/Strategies
Recording Type: General Session
New Products for a New Generation (PDF PPT ONLY)
Speakers: Chuck Van Devander, JD, LLM, CLU, ChFC
Competence: Sales | Level: Basic | Session Rating: 4.14 | Year: 2011
Categories: Product, Life Insurance Products, Product Comparisons
Recording Type:
Powerful New Dyanmic Annuity Strategies You Want to Know (PDF PPT ONLY)
Speakers: Steve Bargeron, Warren Steinborn, CRPC
Competence: Sales | Level: Broad | Session Rating: 3.86 | Year: 2011
Categories: Product, Annuities
Recording Type: Breakout Sessions
Putting Business Owner Exit Planning in your Practice (PDF PPT ONLY)
Speakers: Clarke Langrall, Jr. CEPA, LUTCF
Competence: Sales | Level: Basic | Session Rating: 4.23 | Year: 2011
Categories: Business Planning, Exit Planning and Succession
Recording Type: General Session

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