Accumulation Planning with Life Insurance
Business Planning
Estate Planning/Wealth Transfer
Insurance Products
Leadership
Marketing
Practice Management
Product
Technology
Full Product List
Accelerating Professional Growth and Knowing How to Get Out of Your Own Way
Speakers
: Deb Knupp
Competence:
Sales |
Level:
Basic |
Session Rating:
4.37 |
Year:
2013
Categories:
Practice Management
Recording Type:
Breakout Sessions
Alzheimer's Disease: What you don't know can hurt you
Speakers
: Robert Pokorski, M.D.
Competence:
Technical |
Level:
Basic |
Session Rating:
4.49 |
Year:
2013
Categories:
Product
,
Long Term Care
Recording Type:
General Session
Are you Covered? Looking at Current Agent Litigation and Producer E&O
Speakers
: Perry Even, Stephen C. Baker
Competence:
Sales |
Level:
Basic |
Session Rating:
4.60 |
Year:
2013
Categories:
Practice Management
Recording Type:
General Session
Best Ideas from 2012 Study Groups
Speakers
: Albert Gibbons, Chuck Baldwin, Justin Smith
Competence:
Technical |
Level:
Broad |
Session Rating:
|
Year:
2013
Categories:
Estate Planning/Wealth Transfer
,
Family Matters
Recording Type:
General Session
Creative Tax and Estate Planning Ideas for Closely Held and Family Businesses and their Owner Operators
Speakers
: Gary Zwick, JD, LLM., CPA
Competence:
Technical |
Level:
Advanced |
Session Rating:
4.52 |
Year:
2013
Categories:
Business Planning
,
Qualified Plans
Recording Type:
Breakout Sessions
Critical Compliance Issues for 2013
Speakers
: John Huggard, JD, CFP, ChFC, CLU
Competence:
Skills |
Level:
Broad |
Session Rating:
4.72 |
Year:
2013
Categories:
Product
,
Regulatory
Recording Type:
Breakout Sessions
Don't Miss the Boat: International Clients are Buying a Lot of US Life Insurance
Speakers
: Mary Oliva, Michael Amoia, JD, LLM (Tax), CFP, CLU, ChFC
Competence:
Technical |
Level:
Advanced |
Session Rating:
|
Year:
2013
Categories:
Estate Planning/Wealth Transfer
,
International Planning
Recording Type:
Breakout Sessions
Estate and Gift Tax Legislative Update
Speakers
: David A. Handler, P.C.
Competence:
Technical |
Level:
Advanced |
Session Rating:
4.28 |
Year:
2013
Categories:
Estate Planning/Wealth Transfer
,
Estate and Gift Tax Rule
,
Legislative Changes/Developments
Recording Type:
General Session
Executive Benefits - Industry Update and What's Working Now
Speakers
: Matt P. Anderson, MBA, AIF
Competence:
Technical |
Level:
Broad |
Session Rating:
3.94 |
Year:
2013
Categories:
Business Planning
,
Non-Qualified Executive Compensation Arrangement
,
Deferrred Compensation
Recording Type:
Breakout Sessions
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
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
Is there Life (Insurance) After Secondary Guarantees?
Speakers
: Chuck Van Devander, JD, LLM, CLU, ChFC
Competence:
Technical |
Level:
Broad |
Session Rating:
4.04 |
Year:
2013
Categories:
Product
,
Life Insurance Products
,
Product Comparisons
Recording Type:
General Session
Leaders & Legends
Speakers
: David J. Downey, Howard Silverman, CLU, ChFC, CAP, Robert C. Slane, AEP, CLU, Stephen O. Rothschild, CLU, ChFC, CRC, RFC, WGS
Competence:
Skills |
Level:
Broad |
Session Rating:
4.91 |
Year:
2013
Categories:
Leadership
Recording Type:
General Session
Life Insurance Product in a Low Interest Rate Environment
Speakers
: Bobby Samuelson, Gene Lunman, Scott Berlin
Competence:
Technical |
Level:
Broad |
Session Rating:
4.90 |
Year:
2013
Categories:
Product
,
Life Insurance Products
,
Product Comparisons
Recording Type:
Breakout Sessions
Life Settlement Update
Speakers
: Alan H. Buerger, John Welcom, Philip Loy
Competence:
Technical |
Level:
Broad |
Session Rating:
2.33 |
Year:
2013
Categories:
Product
,
Life Settlements
Recording Type:
Breakout Sessions
Philanthropic Planning: Where Do We Go From Here?
Speakers
: Scott Schoettlin
Competence:
Technical |
Level:
Advanced |
Session Rating:
4.33 |
Year:
2013
Categories:
Estate Planning/Wealth Transfer
,
Charitable Planning/Strategies
Recording Type:
General Session
Premium Financing, the Whole Story so you can Sell It
Speakers
: Al Harrington, Alexander P. Cano, Rebecca Ryan
Competence:
Sales |
Level:
Broad |
Session Rating:
3.43 |
Year:
2013
Categories:
Product
,
Premium Finance
Recording Type:
Breakout Sessions
The Continuing Evolution of Indexed UL Products
Speakers
: Chris Layeux, MBA, CLU, ChFC, Dave Wilken
Competence:
Technical |
Level:
Broad |
Session Rating:
4.51 |
Year:
2013
Categories:
Product
,
Life Insurance Products
,
Product Comparisons
Recording Type:
General Session
The Virtues of the 0% Tax Bracket
Speakers
: David McKnight
Competence:
Sales |
Level:
Broad |
Session Rating:
4.22 |
Year:
2013
Categories:
Accumulation Planning with Life Insurance
,
Retirement Income Planning
Recording Type:
General Session
The World is Changing - Do Something More
Speakers
: Lee Brower, CLU, ChFC
Competence:
Skills |
Level:
Broad |
Session Rating:
4.87 |
Year:
2013
Categories:
Estate Planning/Wealth Transfer
,
Family Matters
,
Multi-Generational Planning
Recording Type:
General Session
1
2
Keyword Search
Filter products by:
Competence:
Broad
Other
Sales
Skills
Technical
Level:
Advanced
Basic
Broad
Sales
Technical
Session Rating:
2 +
3 +
4 +
5
Recording Type:
Breakout Sessions
Fast and Furious
General Session
Industry Partners
NED Talk
Webinar
Year:
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021