39 Results Found, Showing 1 - 39
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CE203 - My Business is My Main Asset. I Want to Retire. Now What?
Date/Time:
October 8, 2010 1:45pm - 3:45pm
CE204 - The New World of Life Settlements: What You Really Need to Know
Date/Time:
October 8, 2010 1:45pm - 3:45pm
CE302 - Life Insurance Valuation-and the Values of Life Insurance
Date/Time:
October 9, 2010 9:45am - 11:45am
CE402 - The New Dynamics of Modern Wealth Transfer and Asset Protection Planning - 2011 and Beyond!
Date/Time:
October 9, 2010 2:45pm - 4:45pm
CE502 - Alternative and Innovative Funding for the High Cost of Long-Term Care
Date/Time:
October 10, 2010 7:15am - 9:15am
PS101 - The Secondary Market for Life Insurance - Current Trends, New Applications
Date/Time:
October 8, 2010 9:45am - 10:45am
PS103 - New Uses for Life Insurance Open New Doors
Date/Time:
October 8, 2010 9:45am - 10:45am
rating
CE002 - General Session: You Can't Build the Eiffel Tower with Tinker Toys: Using Annuities to Help Boomers Plan Their Future
Date/Time:
October 28, 2009 9:30am - 11:45am
Format:
Synched Audio / Video / Slides
rating
CE201 - "Taxing" Aspects of Life Insurance-Funded Buy-Sell Arrangements: Finding the Hidden Costs
Date/Time:
October 26, 2009 1:45pm - 3:45pm
CE203 - Win-Win Estate Planning (While Keeping the Tax Man at Bay)
Date/Time:
October 26, 2009 1:45pm - 3:45pm
CE303 - Feeding the Income Stream: Strategies for Sustainable Income in Retirement
Date/Time:
October 27, 2009 9:45am - 11:45am
CE401 - Taxing Problems, Charitable Solutions: The Basics: Advanced, and Over the Edge
Date/Time:
October 27, 2009 2:30pm - 4:30pm
CE402 - Special Needs Planning at Both Ends of the Wealth Spectrum
Date/Time:
October 27, 2009 2:30pm - 4:30pm
PS201 - Life Settlements: Deriving Liquidity from Life Insurance Policies
Date/Time:
October 27, 2009 7:15am - 8:15am
PS202 - Subchapter S and Life Insurance
Date/Time:
October 27, 2009 7:15am - 8:15am
CE001a - General Session: Are Your Client's Assets Exposed? The Latest and Greatest in Life Insurance and Estate Planning Techniques
Date/Time:
October 26, 2009 7:30am - 8:30am
rating
102 CE - Is Your Cheese on the Move? Fiduciary Issues and Life Insurance Company Product Management
Date/Time:
October 31, 2008 9:45am - 11:45am
Length:
01h 43m 45s -
50 Slides
201 CE - Estate Planning in Special Situations: A Discussion of Intergenerational Problems and Practical Solutions
Date/Time:
October 31, 2008 1:30pm - 3:30pm
Length:
01h 45m 08s -
34 Slides
rating
204 CE - Life Settlements and SOLI: Are They Right for Your Clients?
Date/Time:
October 31, 2008 1:30pm - 3:30pm
Length:
01h 30m 39s -
54 Slides
304 CE - Advanced Estate and Asset Protection Planning with Tax-Qualified Dollars
Date/Time:
November 1, 2008 9:45am - 11:45am
Length:
02h 07m 20s -
541 Slides
rating
306 PD - It's Not Cheaper by the Dozen: Twelve Common Life Insurance Mistakes
Date/Time:
November 1, 2008 9:45am - 11:45am
Length:
01h 38m 48s -
29 Slides
PS 101 - An Aid to the Ethical Planner: Life Expectancy Evaluations and How They Help You Meet Your Fiduciary Obligations
Date/Time:
October 31, 2008 3:45pm - 4:45pm
Length:
29m 52s -
54 Slides
PS 102 - Client Accumulation with PAR (Professional Analysis and Review of Life Insurance)
Date/Time:
October 31, 2008 3:45pm - 4:45pm
Length:
47m 42s -
47 Slides
rating
CE103 - Simply DI
Date/Time:
September 27, 2007 9:45am - 11:45am
Length:
01h 53m 07s -
83 Slides
rating
CE104 - Qualified Plan Transfers: A Simple Solution to a Complex Estate Problem
Date/Time:
September 27, 2007 9:45am - 11:45am
Length:
01h 42m 00s -
62 Slides
CE202 - Mistakes in Estate and Business Planning: When Yesterday's Solutions Become Today's Problems
Date/Time:
September 27, 2007 3:30pm - 5:30pm
Length:
01h 58m 59s -
93 Slides
CE204 - Better Than Ever: Qualified Plans after the Pension Protection Act
Date/Time:
September 27, 2007 3:30pm - 5:30pm
Length:
01h 48m 40s -
132 Slides
rating
CE302 - Interesting and Little Known Applications for Life Insurance
Date/Time:
September 28, 2007 1:30pm - 3:30pm
Length:
01h 50m 08s -
46 Slides
CE405 - Investment Suitability: Matching the Investor to the Investment
Date/Time:
September 29, 2007 9:45am - 11:45am
Length:
01h 27m 50s -
13 Slides
PD102 - The New Retirement Landscape: Challenges and Opportunities
Date/Time:
September 27, 2007 9:45am - 11:45am
Length:
01h 51m 05s -
66 Slides
PD205 - Thriving Beyond Midlife: Because Retirement Isn't Like it Used to Be!
Date/Time:
September 27, 2007 3:30pm - 5:30pm
Length:
01h 48m 11s -
44 Slides
PD303 - Building, Managing, and Selling Your Benefits Company
Date/Time:
September 28, 2007 1:30pm - 3:30pm
Length:
01h 54m 59s -
42 Slides
rating
PD402 - The Art and Science of Networking - The Circle of Success
Date/Time:
September 29, 2007 9:45am - 11:45am
Length:
01h 07m 50s -
30 Slides
PD403 - The Changing Role of the Advisor
Date/Time:
September 29, 2007 9:45am - 11:45am
Length:
01h 59m 51s -
70 Slides
PS101 - Life Settlements Today
Date/Time:
September 27, 2007 2:00pm - 2:50pm
Length:
01h 01m 41s -
1 Slide
PS104 - Life, Liquidity, and the Pursuit of Happiness!
Date/Time:
September 27, 2007 2:00pm - 2:50pm
Length:
51m 10s -
52 Slides
PS201 - The Secondary Market for Life Insurance: The Next Generation
Date/Time:
September 28, 2007 7:00am - 7:50am
Length:
55m 09s -
1 Slide
PS202 - Cash Balance Plans Are the Future... and the Future is Now!
Date/Time:
September 28, 2007 7:00am - 7:50am
Length:
23m 19s -
37 Slides
PS204 - The Pension Protection Act: Opening New Doors for Long-Term Care Planning
Date/Time:
September 28, 2007 7:00am - 7:50am
Length:
49m 40s -
20 Slides
