Full Product List

A Case for Variable Life Revisited
Speakers: Lawrence J. Rybka, JD, CFP
Competence: Technical | Level: Broad | Session Rating: 4.78 | Year: 2018
Categories: Product, Life Insurance Products, Product Comparisons
Recording Type: Breakout Sessions
Back-Loaded CLATs: A Shark’s Fin or A Fabulous Gift?
Speakers: Mark Teitelbaum, Robert D. Stuchiner, CLU, ChFC
Competence: Technical | Level: Advanced | Session Rating: 4.58 | Year: 2018
Categories: Estate Planning/Wealth Transfer, Charitable Planning/Strategies
Recording Type: Breakout Sessions
Business Succession Planning for Clients - Q&A
Speakers: John Brown, Charles H. Baldwin, MBA, CLU, ChFC, Rick Jaye, AIF, CRC, Vincent M. D'Addona, CLU, ChFC, MSFS, AEP, RICP
Competence: Sales | Level: Broad | Session Rating: 4.44 | Year: 2018
Categories: Business Planning, Exit Planning and Succession
Recording Type: Breakout Sessions
Change, the Tax Law and the Little Things that Make Forum Members Successful
Speakers: Howard Sharfman
Competence: Sales | Level: Broad | Session Rating: 4.93 | Year: 2018
Categories: Estate Planning/Wealth Transfer, Estate and Gift Tax Rule, Legislative Changes/Developments
Recording Type: General Session
Deep Dive: Don’t Waste the Basis
Speakers: Curtis V. Cloke, CLTC, LUTCF, RICP
Competence: Sales | Level: Broad | Session Rating: 5.00 | Year: 2018
Categories: Product, Annuities
Recording Type: Breakout Sessions
Deep Dive: Intergenerational Split-Dollar; The Morrissette Case – a Taxpayer Victory (PDF PPT ONLY)
Speakers: James McNair, Senior Tax Partner
Competence: Technical | Level: Advanced | Session Rating: 5.00 | Year: 2018
Categories: Estate Planning/Wealth Transfer, Private Split Dollar
Recording Type: Breakout Sessions
Don’t Waste the Basis
Speakers: Curtis V. Cloke, CLTC, LUTCF, RICP
Competence: Sales | Level: Broad | Session Rating: 4.89 | Year: 2018
Categories: Product, Annuities
Recording Type: NED Talk
Improving (Risk – Adjusted) Returns in a Portfolio Using Life Insurance
Speakers: Christian Kaplan
Competence: Technical | Level: Advanced | Session Rating: 4.50 | Year: 2018
Categories: Accumulation Planning with Life Insurance, Life Insurance as an Asset Class
Recording Type: General Session
Intergenerational Split-Dollar; The Morrissette Case – a Taxpayer Victory
Speakers: James McNair, Senior Tax Partner
Competence: Technical | Level: Advanced | Session Rating: 4.00 | Year: 2018
Categories: Estate Planning/Wealth Transfer, Private Split Dollar
Recording Type: Breakout Sessions
Leveraging PR for Business Growth
Speakers: Brian N. Byars
Competence: Skills | Level: Basic | Session Rating: 4.30 | Year: 2018
Categories: Marketing
Recording Type: NED Talk
Life Settlements Make a Comeback!
Speakers: Jon B. Mendelsohn, CEO
Competence: Sales | Level: Basic | Session Rating: 3.55 | Year: 2018
Categories: Product, Life Settlements
Recording Type: Breakout Sessions
Lunch Session: Marketing Opportunities Under the Tax Act
Speakers: Marvin Blum, JD, CPA
Competence: Sales | Level: Broad | Session Rating: 4.27 | Year: 2018
Categories: Estate Planning/Wealth Transfer, Estate and Gift Tax Rule, Legislative Changes/Developments
Recording Type: General Session
Making Choices for Life (Members only)
Speakers: Colin Devine
Competence: Technical | Level: Advanced | Session Rating: 4.60 | Year: 2018
Categories: Product, Regulatory
Recording Type: General Session
My Shadow Ran Fast
Speakers: Scotty Brennan
Competence: Skills | Level: Basic | Session Rating: 4.95 | Year: 2018
Categories: Leadership
Recording Type: Breakout Sessions
Need More Clients? Change Your Words and Change Your Life!
Speakers: Simon Singer, CFP, CAP, RFC
Competence: Sales | Level: Basic | Session Rating: 4.65 | Year: 2018
Categories: Practice Management
Recording Type: General Session
Opening Keynote: Living a Life of Significance
Speakers: Joe Jordan
Competence: Sales | Level: Basic | Session Rating: 4.09 | Year: 2018
Categories: Practice Management
Recording Type: General Session
Panel Discussion: Life Settlements Make a Comeback!
Speakers: Andrew Plevin, William Ketterer, Kunal Sachdeva, Jon B. Mendelsohn, CEO
Competence: Sales | Level: Basic | Session Rating: 3.97 | Year: 2018
Categories: Product, Life Settlements
Recording Type: Breakout Sessions
Per Stirpes or Per Capita
Speakers: Bruce S. Udell, CLU,ChFC,MCEP,RFC
Competence: Sales | Level: Broad | Session Rating: 4.34 | Year: 2018
Categories: Estate Planning/Wealth Transfer, Family Matters, Multi-Generational Planning
Recording Type: NED Talk
Planning Beyond the Basics When Working with Large Real Estate Clients
Speakers: Michael F. Amoia, J.D., LL.M, CLU, ChFC
Competence: Technical | Level: Advanced | Session Rating: 4.72 | Year: 2018
Categories: Estate Planning/Wealth Transfer, Estate and Gift Tax Rule, Techniques
Recording Type: Breakout Sessions
Private Placement Life Insurance – THE Tax Efficient Investment Solution
Speakers: Ken Foley
Competence: Technical | Level: Broad | Session Rating: 4.43 | Year: 2018
Categories: Product, Life Insurance Products, Product Comparisons
Recording Type: Breakout Sessions

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