| Date |
Event Title |
Event Type |
|
Apr 24, 2013 |
What Advisors Need to Know About Life Settlements
|
Sponsored Education Online
Free to Members
|
| |
Speaker(s): |
Snow D. Inocencio |
|
| |
Summary: |
How life settlements work and their role in retirement and estate planning.
Sponsored by the Lifeline Program. |
|
|
Apr 17, 2013 |
Funding for Success - VUL and IUL Illustrations
|
Sponsored Education Online
Free to Members
|
| |
Speaker(s): |
Richard M. Weber, MBA, CLU, AEP |
|
| |
Summary: |
A free demo of how the Historic Volatility Calculator provides agents and clients with value-added detail to help clients make life insurance funding decisions that meet their needs.
|
|
|
Mar 27, 2013 |
Indexing 101
|
Sponsored Education Online
Free to Members
|
| |
Speaker(s): |
Peter D. Lofgren |
|
| |
Summary: |
A discussion about FIUL market trends and key product feature.
Sponsored by Allianz. |
|
|
Feb 06, 2013 |
The Secondary Market for Life Insurance: The Market Today
|
Sponsored Education Online
Free to Members
|
| |
Speaker(s): |
Michael Coben |
|
| |
Summary: |
New opportunities to create value for clients and for advisors to grow their business in the secondary market for life insurance. Sponsored by Coventry |
|
|
Jan 30, 2013 |
Fixed Index Universal Life: The Myths and Realities
|
Sponsored Education Online
Free to Members
|
| |
Speaker(s): |
Todd Petit, ASA, MAAA |
|
| |
Summary: |
A discussion of the pros and cons of FIUL and how the products are designed.
Sponsored by Allianz. |
|
|
Oct 10, 2012 |
Life Settlements as an Estate Changing Solution
|
Sponsored Education Online
Free to Members
|
| |
Speaker(s): |
Scott Sanders, Director, Capital Markets |
|
| |
Summary: |
What life settlements are, the benefits for specific types of clients, and an update on the current life settlement landscape.
Sponsored by The Lifeline Program |
|
|
Sep 27, 2012 |
Using Split Dollar to Take Advantage of Low Interest Rates
|
Sponsored Education Online
Free to Members
|
| |
Speaker(s): |
Dean F. Chatlain, JD |
|
| |
Summary: |
Case studies on how to customize split dollar illustrations for wealth transfer, supplemental retirement, and key employee retention.
Sponsored by Lincoln Financial Group
|
|
| |
Section(s): |
Estate Planning
Business & Compensation Planning
Risk Management
|
|
|
May 30, 2012 |
Avoiding Common E&O Exposures in Your Office
|
Sponsored Education Online
Free to Members
|
| |
Speaker(s): |
Ross Jordan, CPCU |
|
| |
Summary: |
A review of current claims and litigation affecting insurance and financial Professionals. Sponsored by CalSurance and Lancer Claims Services.
|
|
| |
Section(s): |
Business & Compensation Planning
Employee Benefits
Estate Planning
Financial Planning
Investment Management
Leadership & Management
Qualified Plans
Retirement Counseling
Risk Management
|
|
|
May 09, 2012 |
Helping Your Clients Create Their Charitable Legacy
|
Sponsored Education Online
Free to Members
|
| |
Speaker(s): |
Laura Malone, Director of Gift Planning for American Endowment Foundation |
|
| |
Summary: |
Sponsored by American Endowment Foundation
|
|
|
Apr 30, 2012 |
The Glenn Neasham Case: Lessons Learned
|
Audio/Web Conference
Free to Members
|
| |
Speaker(s): |
D. Weber (Moderator); B. Christensen; G. Kornblum; J. Olsen; M. Silverman; S. Morelli,M. Gerstner |
|
| |
Summary: |
A live interview of lawyers and agents on the Glenn Neasham case.
|
|
|
Feb 01, 2012 |
Leveraging LinkedIn • The Technology Goldmine
|
Sponsored Education Online
Free to Members
|
| |
Speaker(s): |
Curtis R. Estes, CFP, CLU, ChFC |
|
| |
Summary: |
How to use LinkedIn to maximize referrals and revenue.
|
|
|
Jan 24, 2012 |
Make Your Practice Automatically Audit-Ready!
|
Sponsored Education Online
Free to Members
|
| |
Speaker(s): |
Roger Kiger, CFP |
|
| |
Summary: |
A discussion of how to make your financial service practice audit-ready.
Sponsored by Visionary Horizons
|
|
|
Jan 11, 2012 |
State Registration...Are You Ready?
|
Sponsored Education Online
Free to Members
|
| |
Speaker(s): |
Daniel Bernstein, JD |
|
| |
Summary: |
A discussion of whether or not your investment firm will come under state or SEC jurisdiction as determined by the Dodd-Frank Act
Sponsored by MarketCounsel
|
|
|
Oct 19, 2011 |
The Family Planning Pyramid in Comprehensive Fin’cl Plng
|
Sponsored Education Online
Free to Members
|
| |
Speaker(s): |
Russell G. Jones |
|
| |
Summary: |
Sponsored by Lincoln Financial Group
Use of the Family Legacy Pyramid to protect against financial risk and reposition assets.
|
|
| |
Section(s): |
Financial Planning
Retirement Counseling
Estate Planning
|
|
|
Oct 12, 2011 |
Maximizer CRM • A Personal Branding Tool for Fin’cl Advisors
|
Sponsored Education Online
Free to Members
|
| |
Speaker(s): |
Vivek Thomas, President, Maximizer Software |
|
| |
Summary: |
Sponsored by Maximizer Software
Learn how Maximizer CRM software can help develop and manage your personal brand and client experience
|
|
| |
Section(s): |
Business & Compensation Planning
Employee Benefits
Estate Planning
Financial Planning
Investment Management
Leadership & Management
Qualified Plans
Retirement Counseling
Risk Management
|
|
|
Sep 27, 2011 |
Life Ins. As An Asset Class: Advisor-Client Conversations
|
Sponsored Education Online
Free to Members
|
| |
Speaker(s): |
Richard M. Weber, MBA, CLU, AEP |
|
| |
Summary: |
Presented by Guardian
Learn how to take concepts from the two previous webinars in this series and apply them in productive conversations with advisors and clients.
|
|
|
Aug 04, 2011 |
Asset Conservation-Preventing the Whirlpool Effect?
|
Sponsored Education Online
Free to Members
|
| |
Speaker(s): |
Thomas R. Petersen, MBA, RHU |
|
| |
Summary: |
Sponsored by Petersen International Underwriters. The uses of disability insurance to protect assets and cash flow will be examined. |
|
|
Jun 29, 2011 |
Life Insurance as an Asset Class: Case Studies
|
Sponsored Education Online
Free to Members
|
| |
Speaker(s): |
Richard M. Weber, MBA, CLU, AEP |
|
| |
Summary: |
Case studies illustrating the use and management of life insurance as a valuable asset.
|
|
|
Jun 01, 2011 |
Regaining Clarity During Regulatory Instability
|
Sponsored Education Online
Free to Members
|
| |
Speaker(s): |
Daniel Bernstein, JD, Alyssa Kolber, JD |
|
| |
Summary: |
Sponsored by MarketCounsel
An examination of new and proposed legal and regulatory issues affecting advisors along with ideas for maintaining compliance.
|
|
| |
Section(s): |
Investment Management
Financial Planning
Retirement Counseling
Qualified Plans
Business & Compensation Planning
Risk Management
Employee Benefits
|
|
| 19 Events Returned |
