2024 Finseca Advanced Markets
Whether you’re looking for strategies and techniques to gather more assets, sell more life insurance, or ways to diversify your business into the retirement and annuity space, you need access to the secrets of the #1 advisors in the country outside your company/firm bubble.
Healthcare Options – An Important Piece of the Retirement Planning Puzzle
- Presenter(s): Bob Lowery
- Session#: FIN2401-308
- Session Length: 45 minutes
- Program: 2024 Finseca Advanced Markets
- Date: May 24, 2024
AI Ethics in Financial Services
- Presenter(s): Azish Filabi; Eric Ludwig
- Session#: FIN2401-307
- Session Length: 45 minutes
- Program: 2024 Finseca Advanced Markets
- Date: May 24, 2024
Annuity Concepts for the HNW Market
- Presenter(s): Bobby Samuelson
- Session#: FIN2401-306
- Session Length: 45 minutes
- Program: 2024 Finseca Advanced Markets
- Date: May 24, 2024
Assault on Estate Planning Trusts
- Presenter(s): Terri Tassell Getman; Tracey Ullom
- Session#: FIN2401-304
- Session Length: 45 minutes
- Program: 2024 Finseca Advanced Markets
- Date: May 24, 2024
BOLI 2024: Changes and Opportunities
- Presenter(s): Scott Bethune; Greg Ordonez
- Session#: FIN2401-209
- Session Length: 45 minutes
- Program: 2024 Finseca Advanced Markets
- Date: May 23, 2024
Comprehensive Wealth Management: Opportunities on the Table
- Presenter(s): Scott Prechtel
- Session#: FIN2401-305
- Session Length: 45 minutes
- Program: 2024 Finseca Advanced Markets
- Date: May 24, 2024
Fighting Inflation with Rising Retirement Income
- Presenter(s): Joe Ross
- Session#: FIN2401-206
- Session Length: 45 minutes
- Program: 2024 Finseca Advanced Markets
- Date: May 23, 2024
Leveraging Executive Compensation Benefits as a Referral Source
- Presenter(s): Stefan Greenberg
- Session#: FIN2401-208
- Session Length: 45 minutes
- Program: 2024 Finseca Advanced Markets
- Date: May 23, 2024
LTC Planning: State Mandates (or not), Advanced Sales Strategies & Case Studies
- Presenter(s): Shawn Britt; Steve Cain
- Session#: FIN2401-301
- Session Length: 45 minutes
- Program: 2024 Finseca Advanced Markets
- Date: May 24, 2024
Market Intel: Large Case NQDC/COLI
- Presenter(s): Anthony Van Dervort
- Session#: FIN2401-202
- Session Length: 45 minutes
- Program: 2024 Finseca Advanced Markets
- Date: May 23, 2024
NQDC & COLI: What's New and the Latest on Employers' Minds?
- Presenter(s): Kristi Barens; Clay Kennedy; Rebecca Moore
- Session#: FIN2401-204
- Session Length: 45 minutes
- Program: 2024 Finseca Advanced Markets
- Date: May 23, 2024
Planning for Your Loved Ones With Special Needs: What Every Caregiver Needs to Know
- Presenter(s): Pat Bergmaier
- Session#: FIN2401-201
- Session Length: 45 minutes
- Program: 2024 Finseca Advanced Markets
- Date: May 23, 2024
