AXA IUL Perspective
AXA’s perspective on indexed UL, why they entered this market and how they’ve increased sales in such short order.
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.
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!
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
American General Understanding Indexed UL
Uncovering Opportunities in the IUL Marketplace presented by Timothy M. Heslin, Vice President and Life Product Manager
ING Think Tank Thursday With David Houston, J.D.
Topic: Avoiding Five Obstacles of Retirement Planning
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.
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.
Indexed Strategies
Aviva Life Presents Introduction To Indexed Strategies
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.
ING Life Presents Premium Finance Update with Chris Layeux
Five Ways To Grow Your Business
Transamerica’s John Oliver, Vice President of Field Development has 5 Sales Ideas to Grow Your Business.
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.
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
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.
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.
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.
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.