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AALU Update
Speakers:
Competence: Technical | Level: Broad | Session Rating: 4.60 | Year: 2014
Categories: Product, Regulatory
Recording Type: General Session
Best Ideas from the 2013 Study Group and Fast & Furious - Todd Healy, CLU, ChFC, AEP, HealyPartners; Howard Sharfman, Schwartz Benefit Services; Alan C. Kifer, L.I.F.E. Services, LLC; Michael Amoia, JD, LLM (Tax), CFP, CLU, ChFC, Crump Life Insurance
Speakers: Alan C. Kifer, Howard Sharfman, Michael Amoia, JD, LLM (Tax), CFP, CLU, ChFC, Todd Healy, MSW, CLU, ChFC, AEP
Competence: Sales | Level: Broad | Session Rating: 4.86 | Year: 2014
Categories: Marketing
Recording Type: General Session
Buyer and Seller Beware: Is IUL our Future or our Future Liability?
Speakers: Robert D. Stuchiner
Competence: Technical | Level: Advanced | Session Rating: 4.75 | Year: 2014
Categories: Product, Life Insurance Products, Product Comparisons
Recording Type: General Session
Changing the Dialogue - A Different Way to Talk with Clients and Advisors about Planning
Speakers: Eleanor I. Johnson, CPA, CLU
Competence: Sales | Level: Broad | Session Rating: 4.53 | Year: 2014
Categories: Accumulation Planning with Life Insurance, Life Insurance as an Asset Class
Recording Type: Breakout Sessions
Creating the Life You Want: Strategies for Entrepreneurial Success
Speakers: Paulette Sopoci
Competence: Skills | Level: Broad | Session Rating: 3.83 | Year: 2014
Categories: Leadership
Recording Type: General Session
Emerging Trends in Higher Education: How it Will Reshape the Industry and Your Business - With student panel: Jared Neven, Michael Walsh, Preston Weaver, and Tyler Chaney
Speakers: John Gilliam, Ph.D., CFP, CLU, ChFC
Competence: Skills | Level: Basic | Session Rating: 4.65 | Year: 2014
Categories: Practice Management
Recording Type: Breakout Sessions
Fast and Furious Sales Ideas
Speakers:
Competence: Sales | Level: Broad | Session Rating: 4.81 | Year: 2014
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
Leaders & Legends
Speakers: Clarke Langrall, Jr. CEPA, LUTCF, D. Scott Brennan, Gerald P. R. Sacks, Todd Healy, MSW, CLU, ChFC, AEP
Competence: Sales | Level: Basic | Session Rating: 4.84 | Year: 2014
Categories: Leadership
Recording Type: General Session
Leadership Communication: Develop, Deliver, Connect
Speakers: Jeff Lanza
Competence: Sales | Level: Broad | Session Rating: 4.76 | Year: 2014
Categories: Leadership
Recording Type: General Session
LIFE Foundation Update
Speakers:
Competence: Skills | Level: Basic | Session Rating: 4.89 | Year: 2014
Categories: Leadership
Recording Type: General Session
Life Insurance Policy Valuation: What You Don’t Know Can Hurt You (PDF PPT ONLY)
Speakers: Jon B. Mendelsohn, Michael Amoia, J.D., LLM (Tax), CFP, CLU, ChFC, Robert C. Slane, AEP, CLU
Competence: Technical | Level: Advanced | Session Rating: 4.84 | Year: 2014
Categories: Estate Planning/Wealth Transfer, Estate and Gift Tax Rule, Techniques
Recording Type: General Session
Long Term Care: Analysis and Comparison of Types, Policies and Benefits
Speakers: Celeste Moya, Robert Trotenberg, CLU, CLTC
Competence: Sales | Level: Basic | Session Rating: 4.57 | Year: 2014
Categories: Product, Long Term Care
Recording Type: Breakout Sessions
Managing Guaranteed Universal Life Policies Post Acquisition
Speakers: Kenneth R. Samuelson, CLU, ChFC, Lawrence J. Rybka, JD, CFP®, Michael Mingolelli, Jr., Esq., MichaelPepe, CLU
Competence: Skills | Level: Basic | Session Rating: 4.67 | Year: 2014
Categories: Practice Management
Recording Type: General Session
Practice Management: How do you Run Your Office?
Speakers: Jason L. Smith, CEP, CLTC, Kenneth R. Samuelson, CLU, ChFC, Randall Riggins, CEP, CSA, RFC, AIF, PRP
Competence: Skills | Level: Basic | Session Rating: 4.68 | Year: 2014
Categories: Practice Management
Recording Type: Breakout Sessions
Premium Financing Index Universal Life
Speakers: Peter F. Hibbard, CLU, ChFC
Competence: Technical | Level: Advanced | Session Rating: 4.77 | Year: 2014
Categories: Product, Premium Finance
Recording Type: Breakout Sessions
Reinsurance Impacts on Direct Carriers & Reinsurance Trends
Speakers: DuWayne C. Kilbo, MBA, FLMI, Marc P. Schwartz, J.D., CLU, Tim Rozar, FA, MAAA, CERA
Competence: Technical | Level: Broad | Session Rating: 4.28 | Year: 2014
Categories: Product, Life Insurance Products, Product Comparisons
Recording Type: Breakout Sessions
Social Media Marketing: Strengthening Client and Developing Relationships through the Internet
Speakers: James Silbernagel, CFP, LUTCF
Competence: Skills | Level: Basic | Session Rating: 4.05 | Year: 2014
Categories: Technology, Social Media
Recording Type: Breakout Sessions
Succession Planning: Been There, Done That
Speakers: Howard Silverman, CLU, ChFC, CAP, Michael Richardson, Robert Trotenberg, CLU, CLTC, Scott Richardson, J.D., LLM, CLU, ChFC
Competence: Technical | Level: Basic | Session Rating: 4.32 | Year: 2014
Categories: Practice Management
Recording Type: General Session
The "New" Pru - Life After Product & Distribution Integration
Speakers: Kevin M. Brayton, Mark Hug
Competence: Technical | Level: Basic | Session Rating: 4.06 | Year: 2014
Categories: Product, Life Insurance Products, Product Comparisons
Recording Type: General Session

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