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Working With Business Owners – The LARGEST Untapped Market
Cary Fry, MBA, ChFC, CLU, CMFC, Exec. Sales & Distribution Leadership, Kalamath Consulting
Fletcher Brown, Founder & President, Kalamath Consulting
Jim Wanek, CLU, Managing VP, Life Distribution, Principal FinancialFully Insured Financial Infrastructure for Business Exit – Winning Submission of the Forum 400’s Forum MAX Fast & Furious Sales Idea
Jason Giorgio, CLU, CFP, MBA, Pacific Advisors
Kim (Mo) Mahoney, MBA, WMCP, RICP, CExP, CEPA, Pacific Advisors
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The State of the Life Insurance Industry & Where 2022 is Taking Us
Brooks Tingle, President & CEO, John Hancock InsuranceThe Economy, Markets, Inflation, The Debt, The War …. Now What?
Tim Uecker, CIMA, VP, Investment Specialist, Prudential FinancialA Washington Update: Tax & Regulatory State of Affairs (Not available for viewing/download)
Marc Cadin, President & CEO, FinsecaPlanning in a World of Legislative Uncertainty
Edward A. Renn, JD, Partner, Withers WorldwideThe Future of Life Insurance Distribution
Bill Shelow, CEO, Libra PartnersBobby Samuelson Unfiltered – an advisor ONLY event (vendors and carriers could not participate) (Not available for viewing/download)
Bobby Samuelson, Editor, The Life Product ReviewA Unique Approach to the Construction of Low Volatility Index Accounts
Tom Haines, SVP, Capital Markets & Index Solutions, The Annexus GroupPoint/ Counterpoint (Not available for viewing/download)
Bobby Samuelson, Editor, Life Product Review
Tom Haines, SVP, Capital Markets & Index Solutions, The Annexus Group
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Opportunities for Long-Term Care & Linked Benefits in 2022
Shawn Britt, CLU, CLTC, Director Long Term Care Initiatives, Nationwide Financial
Kim Natovitz, CLU, CLTC TriBridge PartnersProduct Update in a Post 7702 World Featuring Whole Life & Variable Universal Life Product Solutions
Kevin Shannon, Managing Director, MassMutual Strategic Distributors
Wayne Baldwin, CLU, FLMI, Regional VP, John Hancock Insurance
Kevin Cox, Lincoln FinancialA Unique Approach to the Construction of Low Volatility Index Accounts
Tom Haines, SVP, Capital Markets & Index Solutions, The Annexus GroupLow Volatility Index Accounts – IUL Redux and Other Product Updates (Not available for viewing/download)
Bobby Samuelson, Editor, The Life Product Review
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How Underwriting Technology Has Changed in Real Time – Panel Discussion
Julie Melendez, Director of Underwriting, AgencyONE
Elizabeth Thimme, Product Lead, Vive Solutions
Andrea Caruso, Executive VP & COO, MIB
Charles Fowler, Assistant VP & Digital Platform Underwriter, Symetra2022 Underwriting Update – Panel Discussion
Dennis Bartos, PA, Partner, AgencyONE
Bill Wheeler, FALU, FLMI, VP Underwriting, Protective
Angela Thieschafer, FALU, FLMI, Assistant Chief Underwriter, Security Mutual Life Insurance
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5 Biggest Marketing Opportunities for Advisors in 2022
Samantha Russell, Chief Evangelist, FMG Suite/ Twenty-Over-TenAgencyONE 100 Advisors Discuss How their Marketing has Changed Over the Years
David Appel, CLU, ChFC, AEP, Managing Partner, Appel Insurance Advisors
Robert Trotenberg, CLU, CLTC, Founder & President, Arbor Group
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Mobile Device & Email Security
Luis Jarquin, Senior Training Specialist, designDATAHow Underwriting Technology Has Changed in Real Time
Julie Melendez, Director of Underwriting, AgencyONE
Elizabeth Thimme, Product Lead, Vive Solutions
Andrea Caruso, Executive VP & COO, MIB
Charles Fowler, Assistant VP & Digital Platform Underwriter, Symetra