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Online Presentations
AIG American General
The Time is Right for Indexed UL
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Why Pay More for Life, with Upside
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here for recorded session
Guaranteed Premium UL (ContinUL)
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here for recorded session
Premium Financing
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ING Life Group (ReliaStar & Security Life)
Executive Bonus
The Executive Bonus Plan (also called a "Section 162" Plan) is an
efficient and simple select key executive benefit provided by an
employer to a valued employee that provides its benefits through the
purchase of a permanent life insurance policy.
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presentation
Retirement Extra
Retirement Extra helps you prepare a client presentation which
explains how life insurance can be used as a vehicle for meeting your client's
financial needs during retirement.
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presentation
Legacy Max
We covered Legacy Max, a strategy that focuses on the
wealth-transfer benefits of replacing an IRA or annuity with a life insurance
contract. This concept can help you increase sales and protect your clients'
hard-earned dollars.
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presentation
Pension Maximization Using Life
Insurance
Pension Maximization seeks to maximize pension and survivor
income by purchasing life insurance. At its core, Pension Maximization
deals with the payout options available to retirees in qualified
retirement plans, especially defined benefit plans. These options
normally include a straight single life annuity option, and at least one
joint annuity option involving the retiree's spouse.
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presentation
Lincoln Financial Group (formerly JPF)
Estate Tax Analysis - Estate Planning Issues after the Tax Law Changes
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here for recorded session
Qualified Plan Distribution Analysis - Focus on Multigenerational IRA
Planning
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here for recorded session
Business Valuation and Business Continuation Tools
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here for recorded session
Estate Tax Explorer, Estate Tax Calculator & Family Limited Partnerships
Modules
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here for recorded session
Executive Compensation and Wealth Distribution Analyis
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here for recorded session
Impact Needs Pro-Basic Capital Needs Planning
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here for recorded session
Deferral+ Overview
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Inroducing SERP Solutions
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Prudential Financial
Coming Soon!
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here for recorded session
NOTE: In order to listen to the audio file, you must have RealPlayer installed. You can download it for free at www.real.com.