$19.00

This article appeared in the March 2020 Journal of Financial Service Professionals. 

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$89.00

Program Overview Today’s economic environment makes it difficult to plan for an uncertain time frame when it comes to retirement income planning. Low interest rates translate to additional capital needed to fund the client’s retirement with not enough time to save. At the same time, our message continues to get lost in the complexities of [...]

$19.00

This article appeared in the September 2020 Journal of Financial Service Professionals. 

$89.00

By clicking "Buy Now" you will be redirected to Surgent to complete your purchase.

$89.00

By clicking "Buy Now" you will be redirected to Surgent to complete your purchase.

$139.00

By clicking "Buy Now" you will be redirected to Surgent to complete your purchase.

$3,995.00

By clicking "Buy Now" you will be redirected to Life Transitions by Dr. Amy to complete your purchase.

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$39.00

Program Overview Are virtual meetings the new norm that we will all face even after we get past solving the COVID-19 health crisis? Join us for this session to learn the tricks, tips, and techniques to getting new financial advice, wealth management, and insurance clients in a virtual world. You Will Learn: How to reposition [...]

$19.00

This article appeared in the July 2020 Journal of Financial Service Professionals. 

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$89.00

Program Overview In an increasingly globalized world, it’s common to work with individuals and families who plan to relocate to another country. This presentation will help you understand the U.S. income, gift, and estate tax implications when life insurance policyholders cross borders. It will also explain ways in which life insurance can be particularly helpful [...]

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$89.00

Program Overview Advisors who work with business owners know the business is often their biggest asset and that it’s probably critical to their financial well-being. Business owner surveys have consistently shown that business protection is their highest priority. Learn what it means to protect the business, what risks advisors can take off the table for them, [...]

$249.00

By clicking "Buy Now" you will be redirected to LISI to complete your purchase.

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