Events

New Technologies and Strategies in Premium Financing
Christofer C. Ashby, Premium Funding Group LLC
Dean J. De Marco, Premium Funding Group LLC

22 Keys to Sales Success
James M. Benson, John Hancock Life Insurance Company

Using Tactical Asset Allocation to Manage Assets in Estate Planning
Bret Berg, Nationwide Financial

Sales Ideas - Life Settlements
The Secondary Market for Life Insurance: New Nonforfeiture Values
Alan H. Buerger, Coventry First

New Frontiers That Change Everything
Lowell Catlett, New Mexico State University

100 Best (and Worst) Planning Ideas for Retirement Benefits
Case Studies in Estate Planning for Retirement Benefits: What to Do in Real Life
Natalie B. Choate, Bingham McCutchen

Charity or Investor Owned Life Insurance: Is It Good, or Dangerous, For Our Industry?
Gus Comiskey, AALU
Fred Goldberg, Skadden, Arps, Slate, Meagher, & Flom, LLP
Ken Kies, AALU
Joe Mikrut, Capitol Tax Partners

Capital Asset Transfer Techniques Using Life Insurance
Dale K. Edwards, Agilis Benefits Services

Expert Attorney Panel
Chris Erblich, Husch & Eppenberger, LLC
Thomas J. Handler, Esq., Handler, Thayer & Duggan, LLC
Art Sederbaum, Patterson, Belknap, Webb & Tyler LLP

Exit Strategies for Premium Financing
Chris Erblich, Husch & Eppenberger, LLC
Dennis Roberts and Jay L. Thacker, CFP, AIG American General Affluent and Corporate Markets Group

Annuities: Their Role in Financial Planning
Rao Garuda, CLU, ChFC, First Financial Resources

Nutrition Performance and the Fitness Journey
Philip Goglia, PhD, PFC Nutrition

The Importance of Raising National Saving
The Honorable Dr. Edward M. Gramlich, Board of Governors of the Federal Reserve System

They're Back: Using Valuation Discount Entities to Sell Life Insurance
Lance S. Hall, ASA, FMV Opinions, Inc.

Assessing the Multi-Family Office Alternative
Financial Families and Financial Services: Tying the Gordian Knot
Sara Hamilton, Family Office Exchange LLC

Advanced Estate Planning
Basic Estate Planning
Thomas J. Handler, Esq., Handler, Thayer & Duggan, LLC

Trust Owned Life Insurance - Professional Analysis and Review
Lisa Harmon, JD, CLU, ChFC, Jefferson Pilot Financial

Sales Ideas - Qualified Plans: Big Ticket Sales
Kenneth R. Hartstein, Economic Concepts, Inc.

Agent Litigation Experiences
Richard S. Bernstein, Richard S. Bernstein & Associates, Inc.
Amy Holmwood, HK Ventures, LLC

Investing with Variable Annuities
John Huggard, Huggard, Obiol and Blake, PLLC

Regulatory and Risk Management Issues in CPA Alliance Programs
Steve Insel, JD, Jeffer, Mangels, Butler & Marmaro, LLP

What Does Your Insurance and Broker Dealer Contract Really Say?
Theodore Jacobs, CLU, ChFC, Jacobs & Associates, Inc.

Advance and Creative Estate Planning (with a Modern Corporate Trustee) in an Uncertain Tax and Economic Environment
Al W. King III, JD, LLM, South Dakota Trust Company, LLC

419(f)(6) Multiple Employer Welfare Trusts - The New Generation of Survivors
Michael E. Lloyd, William Coulson

Funding & Securing Non-Qualified Benefits
William L. MacDonald, Retirement Capital Group, Inc.

Advanced Planning Strategies Within the Competitive World of Premium Financing
Scott McVicker, CPA, CFP, Capital Management Strategies, Inc.
John A. Oliver, CLU, ChFC, Transamerica Occidental Life Insurance Company

Business Disability Insurance: The Creative Side to Financial Planning
Thomas R. Petersen, RHU, HIA, ALHC, FLMI, Petersen International Underwriters

Our Children Are Being Killed, and You Can Do Something About It.
Larry Plotkin, The Advisor Consulting Group

Sales Ideas - Annuities
Douglas Price, Zenith Marketing Group

Human Life Valuation
Mike Rodman, Advanced Planning Services, Inc.

Long Term Care, An Inside Story
Barbara Shyloski

Charitable Remainder Trusts - Latest Tax and Estate Planning Strategies
Publicly Supported Charities, Private Foundations and Everything in Between: Talking - and Understanding - the Talk
Conrad Teitell, Cummings & Lockwood

The Current State of Section 79, 419, and 412i Plans
Stephen P. Toth, CLU, ChFC, National Pension Associates

Life Insurance Planning: Think Bigger
Sales Ideas - General Life
Howard Wight, Howard Wight Seminars

Estate Planning Case Study
Jason H. Kurchner, Sage Consulting & Wealth Preservation, Inc.
Henry Whiffen