Principal Basics of the Echocardiogram Diastolic Dysfunction and Left Ventricular Hypertrophy

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AXA Bobby Samuelson: Understanding Indexed Loans

Why is the loan feature on Indexed Universal Life policies discussed so often in the marketplace? Gain a better understanding of the hidden costs of Indexed Loans from expert Bobby Samuelson and the potential short and long-term impact of indexed loans for producers and clients in this podcast.

Terrell Cook with Transamerica discuss their new Long Term Care Rider on Life policies

Keep in mind Transamerica now offers:

1) Guaranteed UL product

2) Name-brand recognition

3) Cash Value inside product

4) Potential 100% return of all premiums paid

5) LTC (full indemnity-based) rider at guaranteed charges

All of this with a very competitive price and quality underwriting. Please allow us an opportunity on EVERY one of your cases….

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Genworth Employer Owned Life Insurance

How to Comply with IRC 101(j)

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American General Life Companies presents an informative Conference Call on: Foreign National/Travel

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MetLife Provider

Universal Life Training With Steve Santos

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ING Think Tank Thursday

This Weeks Call Is With: Chris Layeux See Index Crediting in action

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Genworth Long Term Care Perspectives on Long Term Care Planning

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Recent Trends In The Non-Qualified Deferred Compensation Area

John Hancock presents Michael Goldstein, President and CEO of Summit Alliance Executive Benefits joins Randy Zipse, JD, CPA, the Senior Counsel and VP of JH Advanced Markets Group, to discuss the recent trends in the Non-Qualified Deferred Compensation area.
The discussion is a full update on many of the major topics and opportunities that exist in the NQDC marketplace. The discussion covers program designs as well as the appropriate candidates, contribution amounts, benefits and drawbacks of a well-designed non-qualified plan. Michael mentions one recent study showing that Blue Collar workers can fund Qualified plans to retire at 80% of their salary but, the C-Suite employees cannot fund Qualified Plans to provide much more than 30% of their salary.

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John Hancock Presents: Discussing the recent Tax Court ruling in “Wandry v. Commissioner

Andrew M. Katzenstein, a Partner in Los Angeles and Scott A. Bowman, an Associate in Boca Raton in the Personal Planning Department of Proskauer Rose, LLP join Randy Zipse, JD, CPA, the Senior Counsel and VP of JH Advanced Markets Group, to discuss the recent Tax Court ruling in “Wandry v. Commissioner.” This important recent ruling has been described as the “Tax Court Provides Road Map for Successful Defined Value Clause Planning.”

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John Hancock Presents: Our “3 and Out” strategy to take advantage of this low interest rate environment

Matthew Hudack, CLU, ChFC, Regional Director with John Hancock, and Randy Zipse, JD, CPA, the Senior Counsel and VP of JH Advanced Markets Group, discuss using our “3 and Out” strategy to take advantage of this low interest rate environment. The current low interest rate environment is causing a number of negative downstream effects in the financial markets. However, these low interest rates have created a powerful and straightforward estate planning opportunity. Be sure to listen all the way to the very end to hear about the additional benefits of using “3 and Out” with discounted or undervalued assets.

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John Hancock Presents: Dr. Harl and Randy Zipse on Farm Family planning techniques and the opportunities that exist in 2012

Dr. Neil E. Harl, JD, PhD, and the Charles F, Curtiss Distinguished Professor in Agriculture Iowa State University and Randy Zipse, JD, CPA, the Senior Counsel and VP of JH Advanced Markets Group. Today’s broadcast is a discussion between Dr. Harl and Randy Zipse on Farm Family planning techniques and the opportunities that exist in 2012. While this discussion is directed towards Farm Planning, many, if not all, of the themes and concerns are directly and indirectly applicable to any small and medium sized business owner as well as families with generational real estate.

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AXA IUL Perspective

AXA’s perspective on indexed UL, why they entered this market and how they’ve increased sales in such short order.

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LBL Ultra Index Story

LBL Ultra Index Story presenter Bob Jurgensmeier, Senior VP and Actuary at LBL, for an educational 30 minutes on how this products stacks up versus the competition.

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Aviva The Basics: Understanding Indexed Universal Life

Presenter Levi Robinson, CLU, Manager, Field Training for a thorough run through of the basics of IUL, the nuts-and-bolts of the AVIVA portfolio and the innovative design features you won’t find anywhere else in the market!

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Prudential Available for sale in May 2012

PruLife Index Advantage UL (Advantage UL) is a simpler, responsibly designed indexed product- Featuring: Dave Johnston, Vice President, National Sales; Mammen Verghis, Vice President, Product Management; and Brett Berg, Director, Advanced Marketing

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American General Understanding Indexed UL

Uncovering Opportunities in the IUL Marketplace presented by Timothy M. Heslin, Vice President and Life Product Manager

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ING Think Tank Thursday With David Houston, J.D.

Topic: Avoiding Five Obstacles of Retirement Planning

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Life Insurance Policy Valuation

John Hancock presents a follow-up discussion to the 2011 University of Miami Tax Institute Joint Session on Life Insurance Policy Valuation with, Mary Ann Mancini, JD, Partner with Bryan Cave LLP and Randy Zipse, JD, CPA, the Senior Counsel and VP of JH Advanced Markets Group.

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John Hancock Affinity Fraud with Larry J Rybka

John Hancock Affinity Fraud with Larry J Rybka, JD, CFP, the President and CEO of Valmark Securities as well as Randy Zipse, JD, CPA, the Senior Counsel and VP of JH Advanced Markets Group. When a life insurance investment opportunity is “too good to be true”, it may be just that. But, how can you tell?…Larry and Randy discuss recent examples including a Ponzi Scheme involving a charity match program, a large lending program, and a program that purported to leverage mortality arbitrage.

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Indexed Strategies

Aviva Life Presents Introduction To Indexed Strategies

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Income Protection Option

Jon Shaw and Brad Smith with Protective Life discuss the Income Protection Option.
Includes a description of what the IPO rider is and Sales ideas.

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ING Life Presents Premium Finance Update with Chris Layeux

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Five Ways To Grow Your Business

Transamerica’s John Oliver, Vice President of Field Development has 5 Sales Ideas to Grow Your Business.

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Pre Retirement Annuity Combination

NG Presents Chris Layeux MBA, CLU, ChFC, Director, Premium Finance & Advanced Case Design discussing Sales for Pre Retirement Annuity Life Combination A Simple solution for providing retirement income, cost recovery, and insurance benefits in the personal market.

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Transferring Family Wealth Without Making Gifts

Presented by ING Life Company Transferring Family Wealth Without Making Gifts
Peter McCarthy, J.D., CLU, ChFC, MBA – Senior Advanced Sales Consultant

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Trust Protectors With Joe Price

You will be listening to Joseph Price, Executive Vice President at Bryan Mark Financial Group, and Randy Zipse, JD, CPA, to discuss the roles and responsibilities of Trust Protectors. While the law can differ by state, and cases can be very fact specific, it is becoming clear that in every jurisdiction drafting attorneys and trust protectors need to understand the issues and to clearly define the role and responsibilities of a Trust Protector.

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Special Needs Planning With Tom Begley

You will be listening to Tom Begley, of Begley Law Group in New Jersey, a firm specializing in Eldercare and Special Needs Planning for over 75 years, and Randy Zipse, JD, CPA and Senior Counsel, The Advanced Markets Group, to discuss the need for life planning for individuals with disabilities. This will address some complicated areas of the laws regarding this specialized area.

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Green Book Tax Proposals With Mel Warshaw

You will be listening to Melvin Warshaw, JD, LLM, SVP and General Counsel of Financial Architects Partners and Randy Zipse, Senior Counsel and VP, JH Advanced Markets Group, to discuss some of the new and recurring themes in this year’s Green Book. Some of this information may not be impacted this year but these are important items we need to remember regarding Tax reform in the coming years.

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John Hancock Radio- Grantor Trusts

This is a discussion regarding the recent Revenue Ruling 2011-28, it involves how grantor trusts are taxed and what powers grantors can retain and give away so the taxation of trust income is appropriately transferred.

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