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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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