Accumulation Planning with Life Insurance
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A Balancing Act for Your Clients: Planning for Longevity, Flexibility, and Taxes with Qualified Plans
Speakers
: Michael Amoia
Competence:
Technical |
Level:
Advanced |
Session Rating:
4.79 |
Year:
2015
Categories:
Accumulation Planning with Life Insurance
,
Retirement Income Planning
Recording Type:
General Session
Best Ideas from the 2014 Study Group and Fast and Furious Session
Speakers
: Jeffrey Palmer, John W. Wheeler, Warren Steinborn
Competence:
Sales |
Level:
Advanced |
Session Rating:
4.96 |
Year:
2015
Categories:
Marketing
Recording Type:
General Session
Beyond the Pale: Too Hot to Handle Sales Ideas
Speakers
: Michael Amoia
Competence:
Technical |
Level:
Broad |
Session Rating:
4.82 |
Year:
2015
Categories:
Accumulation Planning with Life Insurance
,
Retirement Income Planning
Recording Type:
General Session
Captive Insurance Demystified
Speakers
: Randy Zipse, Wesley Sierk, III
Competence:
Technical |
Level:
Advanced |
Session Rating:
4.43 |
Year:
2015
Categories:
Business Planning
,
Captive Insurance Companies (CIC)
Recording Type:
Breakout Sessions
Emerging Leaders and Legends
Speakers
: Brian Sak, Jason L. Smith, Joshua W. Coleman, Sean King
Competence:
Skills |
Level:
Broad |
Session Rating:
4.93 |
Year:
2015
Categories:
Leadership
Recording Type:
General Session
Essential Skills for Advising Women in Couples
Speakers
: Kathleen Burns Kingsbury
Competence:
Sales |
Level:
Broad |
Session Rating:
4.80 |
Year:
2015
Categories:
Marketing
Recording Type:
General Session
Fast and Furious Sales Ideas
Speakers
:
Competence:
Sales |
Level:
Broad |
Session Rating:
4.70 |
Year:
2015
Categories:
Marketing
Recording Type:
General Session
Industry Partner Fast and Furious
Speakers
:
Competence:
Sales |
Level:
Broad |
Session Rating:
3.30 |
Year:
2015
Categories:
Marketing
Recording Type:
General Session
Life Insurance Exit Strategies: Plan, Annutize, Swap, Sale and the Case for Gift to Charity
Speakers
: Robert Stuchiner
Competence:
Technical |
Level:
Broad |
Session Rating:
4.98 |
Year:
2015
Categories:
Product
,
Life Settlements
Recording Type:
Breakout Sessions
Moving Your Business to the Next Battleground
Speakers
: Charles D. Hollander
Competence:
Skills |
Level:
Broad |
Session Rating:
4.75 |
Year:
2015
Categories:
Practice Management
Recording Type:
General Session
Not the Same Old Life Story
Speakers
: Vincent D'Addona
Competence:
Sales |
Level:
Broad |
Session Rating:
4.75 |
Year:
2015
Categories:
Product
,
Life Insurance Products
,
Product Comparisons
Recording Type:
Breakout Sessions
Planning for Today's Family
Speakers
: Dalton Raymond, Randy Zipse
Competence:
Sales |
Level:
Basic |
Session Rating:
3.64 |
Year:
2015
Categories:
Estate Planning/Wealth Transfer
,
Family Matters
,
Multi-Generational Planning
Recording Type:
General Session
Rescued or Captured Private Equity and Life Insurance
Speakers
: Lawrence J. Rybka
Competence:
Technical |
Level:
Broad |
Session Rating:
4.80 |
Year:
2015
Categories:
Product
,
Regulatory
Recording Type:
Breakout Sessions
Rethinking Value in Life Insurance
Speakers
: Bobby Samuelson
Competence:
Sales |
Level:
Broad |
Session Rating:
4.97 |
Year:
2015
Categories:
Product
,
Life Insurance Products
,
Product Comparisons
Recording Type:
General Session
Succession (Insurance's All in the Family Version)
Speakers
: Anthony Martin, Gean Martin, Todd Martin
Competence:
Skills |
Level:
Basic |
Session Rating:
4.85 |
Year:
2015
Categories:
Practice Management
Recording Type:
General Session
Succession, Four Years = Light Speed
Speakers
: Matt Lynch
Competence:
Technical |
Level:
Advanced |
Session Rating:
4.03 |
Year:
2015
Categories:
Practice Management
Recording Type:
General Session
Technology Sharing: What Are You Using that Makes Your Business Better?
Speakers
: Jon B. Mendelsohn, Robert Slane, Stephen M. Thaler, Todd Carpenter
Competence:
Skills |
Level:
Broad |
Session Rating:
4.72 |
Year:
2015
Categories:
Technology
,
Business Applications
Recording Type:
Breakout Sessions
Technology Sharing: What Are You Using that Makes Your Business Better? (Part 2)
Speakers
: Arthur D. Farr, Doug Ray, Jason L. Smith
Competence:
Skills |
Level:
Broad |
Session Rating:
4.23 |
Year:
2015
Categories:
Technology
,
Business Applications
Recording Type:
Breakout Sessions
The Impact of Low Interest Rates on the US Life Companies and Their Products
Speakers
: Colin Devine
Competence:
Technical |
Level:
Broad |
Session Rating:
4.50 |
Year:
2015
Categories:
Product
,
Life Insurance Products
,
Product Comparisons
Recording Type:
General Session
Trends, Technology, and Taking the Lead
Speakers
: Scott Klososky
Competence:
Skills |
Level:
Broad |
Session Rating:
4.60 |
Year:
2015
Categories:
Technology
,
Other
Recording Type:
General Session
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