Accumulation Planning with Life Insurance
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Accountantneze: A Marketing Method For Those Who Are Terrible Prospectors
Speakers
: Robert N. Cohen, CLU, ChFC, QPA, AIF
Competence:
Sales |
Level:
Basic |
Session Rating:
4.20 |
Year:
2019
Categories:
Marketing
Recording Type:
NED Talk
Advanced Captive Insurance Strategies for Successful Business Owners
Speakers
: R. Wesley Sierk, III, ACI, ARM, ChFC
Competence:
Technical |
Level:
Broad |
Session Rating:
4.80 |
Year:
2019
Categories:
Business Planning
,
Captive Insurance Companies (CIC)
Recording Type:
Breakout Sessions
Advanced: It's One Year After Tax Reform, Now What...5 ½ Ideas to Share with Your Clients
Speakers
: Michael F. Amoia, J.D., LL.M, CLU, ChFC
Competence:
Technical |
Level:
Advanced |
Session Rating:
4.39 |
Year:
2019
Categories:
Estate Planning/Wealth Transfer
,
Estate and Gift Tax Rule
,
Techniques
Recording Type:
General Session
Advancements in Medicine and the Impact on Your Business
Speakers
: Dr. John Greene, Chief Medical Director, Gonzalo M. Garcia, CLU
Competence:
Technical |
Level:
Basic |
Session Rating:
4.05 |
Year:
2019
Categories:
Product
,
Underwriting
Recording Type:
Industry Partners
Advisor Succession Planning Panel
Speakers
: Angela Kennedy Robinson CRC®, John Gilliam, Jim Kennedy CRC®, CMFC®, LUTCF , Tony M. Ashton, CLU, RFC, Daniel Zeplain, Cary B. Stamp, CFP, CDFA, AIF, CAP, AEP
Competence:
Technical |
Level:
Broad |
Session Rating:
4.67 |
Year:
2019
Categories:
Practice Management
Recording Type:
Breakout Sessions
Advisor Succession Planning Panel Part II
Speakers
: Anthony Bird, Daneil Zeplain, Jim Kennedy, John Gilliam, Tony Ashton
Competence:
Skills |
Level:
Basic |
Session Rating:
3.17 |
Year:
2019
Categories:
Practice Management
Recording Type:
Webinar
Best of the Best from Forum MAX: How Do You Do That?
Speakers
: James Sweeney Farmer, CLU ChFC LUTCF
Competence:
Sales |
Level:
Basic |
Session Rating:
4.52 |
Year:
2019
Categories:
Marketing
Recording Type:
NED Talk
Business Opportunities in an Unstable Market
Speakers
: Scott Conley, Jon Whitacre, Daniel C. Danese, CFP(R), CLU(R), RICP, Mike Owens, CLU, ChFC, RFC
Competence:
Sales |
Level:
Basic |
Session Rating:
3.76 |
Year:
2019
Categories:
Business Planning
,
Exit Planning and Succession
Recording Type:
Industry Partners
Clarify Your Message So Customers Will Listen: How the Power of Story Can Grow Your Business (PDF PPT ONLY)
Speakers
: Tim Arnold
Competence:
Skills |
Level:
Broad |
Session Rating:
4.82 |
Year:
2019
Categories:
Marketing
Recording Type:
General Session
Cutting-Edge Trends in Executive Compensation
Speakers
: Jamie Hebets, Jim Hebets
Competence:
Sales |
Level:
Broad |
Session Rating:
4.33 |
Year:
2019
Categories:
Business Planning
,
Non-Qualified Executive Compensation Arrangement
,
Deferrred Compensation
Recording Type:
Breakout Sessions
De-Risking Retirement Using Permanent Life Insurance
Speakers
: Gonzalo M. Garcia, CLU
Competence:
Sales |
Level:
Broad |
Session Rating:
4.17 |
Year:
2019
Categories:
Accumulation Planning with Life Insurance
,
Retirement Income Planning
Recording Type:
NED Talk
Deep Dive: Amplifying Your Brand in this Force Fed World of Collaboration and Commoditization
Speakers
: Todd Fithian
Competence:
Sales |
Level:
Broad |
Session Rating:
4.33 |
Year:
2019
Categories:
Marketing
Recording Type:
Breakout Sessions
Developing Your Practice For Tomorrow
Speakers
: Mark Hug
Competence:
Skills |
Level:
Basic |
Session Rating:
3.55 |
Year:
2019
Categories:
Practice Management
Recording Type:
General Session
Driving Value After the Sale – Business Plan Administration with Lincoln LifeComp
Speakers
: Jordan Walker
Competence:
Technical |
Level:
Broad |
Session Rating:
|
Year:
2019
Categories:
Business Planning
,
Non-Qualified Executive Compensation Arrangement
Recording Type:
Webinar
End Prospecting Forever: A Step by Step Guide in the Art and Science of Marketing to CPAs and Tax Attorneys
Speakers
: Robert Cohen
Competence:
Sales |
Level:
Basic |
Session Rating:
3.47 |
Year:
2019
Categories:
Marketing
Recording Type:
Webinar
Expanding What's Possible by Financing a LIRP
Speakers
: Mike Seltzer
Competence:
Sales |
Level:
Broad |
Session Rating:
|
Year:
2019
Categories:
Accumulation Planning with Life Insurance
,
Premium Finance
Recording Type:
Webinar
Family Matters: Strategies to Preserve the Legacy
Speakers
: Meg Muldoon, J.D., LL.M
Competence:
Technical |
Level:
Broad |
Session Rating:
|
Year:
2019
Categories:
Estate Planning/Wealth Transfer
,
Family Matters
,
Multi-Generational Planning
Recording Type:
Webinar
Family Wealth Continuity: The Role of a Trusted Advisor
Speakers
: Otis Baskin, PhD
Competence:
Skills |
Level:
Basic |
Session Rating:
4.21 |
Year:
2019
Categories:
Business Planning
,
Exit Planning and Succession
Recording Type:
General Session
Getting to the Heart of the Matter
Speakers
: Curtis V. Cloke, CLTC, LUTCF, RICP
Competence:
Skills |
Level:
Basic |
Session Rating:
4.05 |
Year:
2019
Categories:
Marketing
Recording Type:
NED Talk
Goals vs. Desires: Who's Really in Control?
Speakers
: Randy Marshall
Competence:
Skills |
Level:
Basic |
Session Rating:
4.50 |
Year:
2019
Categories:
Practice Management
Recording Type:
Breakout Sessions
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