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Best Forum Study Group Ideas (PDF PPT ONLY)
Speakers
: Alan C. Kifer, Kenneth Byers, Stuart Farber
Competence:
Technical |
Level:
Advanced |
Session Rating:
4.67 |
Year:
2012
Categories:
Estate Planning/Wealth Transfer
,
Charitable Planning/Strategies
Recording Type:
General Session
Best Practices for Increasing Revenue and Productivity (PDF PPT ONLY)
Speakers
: Mayur Dalal
Competence:
Skills |
Level:
Broad |
Session Rating:
4.62 |
Year:
2012
Categories:
Practice Management
Recording Type:
Breakout Sessions
Beyond Ratings: Looking at Financial Strength (PDF PPT ONLY)
Speakers
: Lawrence J. Rybka, JD, CFP®
Competence:
Technical |
Level:
Basic |
Session Rating:
4.91 |
Year:
2012
Categories:
Product
,
Life Insurance Products
,
Product Comparisons
Recording Type:
Breakout Sessions
Burning Questions (and Even Hotter Answers) About Grantor Trusts (PDF PPT ONLY)
Speakers
: Sam Donaldson
Competence:
Technical |
Level:
Advanced |
Session Rating:
5.00 |
Year:
2012
Categories:
Estate Planning/Wealth Transfer
,
Income Tax Planning
Recording Type:
Breakout Sessions
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
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 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
Leaders and Legends (PDF PPT ONLY)
Speakers
:
Competence:
Skills |
Level:
Basic |
Session Rating:
4.61 |
Year:
2012
Categories:
Leadership
Recording Type:
General Session
Leadership Lessons From a Retired Navy SEAL (PDF PPT ONLY)
Speakers
: Admiral Ray Smith
Competence:
Skills |
Level:
Broad |
Session Rating:
4.92 |
Year:
2012
Categories:
Leadership
Recording Type:
Breakout Sessions
Life Settlement Sraight Talk: Candid Answers to Your Questions (PDF PPT ONLY)
Speakers
: Jon B. Mendelsohn, Les Logsden, Paul Bowen, Vince Granieri
Competence:
Technical |
Level:
Broad |
Session Rating:
4.50 |
Year:
2012
Categories:
Product
,
Life Settlements
Recording Type:
Breakout Sessions
Manage Markets, Not Stock. Replacing Your Renewals with Growing Trails (PDF PPT ONLY)
Speakers
: Guy Baker
Competence:
Technical |
Level:
Broad |
Session Rating:
4.67 |
Year:
2012
Categories:
Accumulation Planning with Life Insurance
,
Life Insurance as an Asset Class
Recording Type:
Breakout Sessions
Moving Clients from "Charitable Giving 101" to "Charitable Giving 401," While Creating Sizeable Life Insurance Opportunities (PDF PPT ONLY)
Speakers
: Alan Pratt
Competence:
Technical |
Level:
Broad |
Session Rating:
4.01 |
Year:
2012
Categories:
Estate Planning/Wealth Transfer
,
Charitable Planning/Strategies
Recording Type:
General Session
New Insurance Sales from Charitable Planning (PDF PPT ONLY)
Speakers
: Scott Schoettlin
Competence:
Sales |
Level:
Broad |
Session Rating:
|
Year:
2012
Categories:
Estate Planning/Wealth Transfer
,
Charitable Planning/Strategies
Recording Type:
General Session
Non-Qualified Benefits Panel on Basic Legal and Government Requirements and Plan Designs (PDF PPT ONLY)
Speakers
: Henry Smith, Matt Schiff, Norm Winer
Competence:
Technical |
Level:
Advanced |
Session Rating:
|
Year:
2012
Categories:
Business Planning
,
Non-Qualified Executive Compensation Arrangement
,
Section 162 Bonus Arrangements
Recording Type:
Breakout Sessions
Planning Techniques Using Captives, From a Life Insurance Agent's Perspective (PDF PPT ONLY)
Speakers
: Michael J. O'Donnel
Competence:
Technical |
Level:
Advanced |
Session Rating:
4.56 |
Year:
2012
Categories:
Business Planning
,
Captive Insurance Companies (CIC)
Recording Type:
Breakout Sessions
Section 79 - Better Than Ever (PDF PPT ONLY)
Speakers
: Brian Hartstein, Kenneth Hartstein
Competence:
Sales |
Level:
Broad |
Session Rating:
4.67 |
Year:
2012
Categories:
Business Planning
,
Key Person (Life and DI)
Recording Type:
Breakout Sessions
The Innovation Secrets of Steve Jobs: Insanely Different Principles for Breakthrough Success (PDF PPT ONLY)
Speakers
: Carmine Gallo
Competence:
Skills |
Level:
Broad |
Session Rating:
4.92 |
Year:
2012
Categories:
Leadership
Recording Type:
General Session
The Next Generation of Indexed Life Products - New Opportunities (PDF PPT ONLY)
Speakers
: Chris Layeux, Dave Wilken
Competence:
Technical |
Level:
Broad |
Session Rating:
4.63 |
Year:
2012
Categories:
Product
,
Life Insurance Products
,
Product Comparisons
Recording Type:
General Session
The Only Easy Day Was Yesterday (PDF PPT ONLY)
Speakers
: Admiral Ray Smith
Competence:
Skills |
Level:
Broad |
Session Rating:
4.18 |
Year:
2012
Categories:
Leadership
Recording Type:
General Session
The Role of Life Insurance in Large Liquid Estates (PDF PPT ONLY)
Speakers
: Michael Mingolelli, Jr., Esq.
Competence:
Technical |
Level:
Broad |
Session Rating:
4.15 |
Year:
2012
Categories:
Estate Planning/Wealth Transfer
,
Estate and Gift Tax Rule
,
Techniques
Recording Type:
General Session
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