2017 Audio Presentations

Presentation Title Presenter Audio
Reduce Taxes with Restricted Property Trusts Christian Allen
Life Insurance and the Fiduciary Standard (2:40pm) Jerry Borrowman
Life Insurance and the Fiduciary Standard (4:00pm) Jerry Borrowman
Helping Business Clients Avoid the Six Mistakes that Kill a Business Brad Coil
Annuity Sales Practices, Suitability and Ethical Standards Max Coulliette
Ten Mistakes to Avoid with Life Insurance (1:30pm) Dave Gresham
Unconsidered Consequences: The Results of Failing to Have a Conversation With Your Clients About Long Term Care (4:00pm) Dave Gresham
Social Security, Medicare and Medicaid basics and Educational Event Success Secrets Corby Hansen
Will Your Clients Health Effect Their Wealth  Ken Herlihy
Special Needs Planning Bret Hortin
A Paradigm: A New Ethics Kerry Johnson
The Evolution of Insurance Sales – From the Handshake to the Like Lasse Ljung
Qualified Plans in the Business Market and 401 Plans Max McQuinston
Selling Knowledge & Wisdom, Instead of Data & Information Van Mueller
Helping Business Clients Avoid the Six Mistakes That Kill a Business Van Mueller
Life Insurance in Qualified Plans (Thursday 1:30pm) Nick Paleveda
Fully-Insured DB Plans (Thursday 4:00pm) Nick Paleveda
Does Your Clients DB Plan Have a 401h option? (Friday) Nick Paleveda
On Business Owned Life Insurance Executive Compensation and Deferred Comp. Scott Phillips
Let‘s Talk About Whole Life Insurance William Silvanic
Suitability and Ethical Considerations for Annuity Contracts  Rob Zabriskie
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