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.
Premium Finance Rescue
- Presenter(s): Jack Elder
- Session#: FIN2401-309
- Session Length: 45 minutes
- Program: 2024 Finseca Advanced Markets
- Date: May 24, 2024
Private Equity and the Remaking of Life Insurance
- Presenter(s): Bobby Samuelson
- Session#: FIN2401-207
- Session Length: 45 minutes
- Program: 2024 Finseca Advanced Markets
- Date: May 23, 2024
Private Split Dollar; State of the Art Funding for the Large Premium Case
- Presenter(s): Lawrence Brody; Robert W. Finnegan
- Session#: FIN2401-203
- Session Length: 45 minutes
- Program: 2024 Finseca Advanced Markets
- Date: May 23, 2024
Regulator Update on State Insurance Regulations
- Presenter(s): Jennifer Hammer; Nathan Houdek; Doug Ommen
- Session#: FIN2401-310
- Session Length: 45 minutes
- Program: 2024 Finseca Advanced Markets
- Date: May 24, 2024
Sponsored by Allianz: 3 Actuaries Walk Into a...
- Presenter(s): Corey Luke; Austin Bichler; Todd Petit; Ben Roth
- Session#: FIN2402-101
- Session Length: 45 minutes
- Program: 2024 Finseca Advanced Markets
- Date: May 22, 2024
Sponsored by John Hancock: Navigating Opportunities for Wealthy Global Citizens
- Presenter(s): Caroline Brooks
- Session#: FIN2402-102
- Session Length: 45 minutes
- Program: 2024 Finseca Advanced Markets
- Date: May 22, 2024
Sponsored by MassMutual: Can You Afford To Wait? Creative Gifting Strategies for 2024
- Presenter(s): Patrick Olearcek; Joel Liu
- Session#: FIN2402-103
- Session Length: 45 minutes
- Program: 2024 Finseca Advanced Markets
- Date: May 22, 2024
Sponsored by Principal: Deferred Compensation Uses
- Presenter(s): Brian Ellerman; Mason McKinnie
- Session#: FIN2402-104
- Session Length: 45 minutes
- Program: 2024 Finseca Advanced Markets
- Date: May 22, 2024
Sponsored by Prudential: 12 IRA Mistakes: Help Your Clients Avoid Common and Costly IRA Pitfalls
- Presenter(s): Brandon Buckingham
- Session#: FIN2402-105
- Session Length: 45 minutes
- Program: 2024 Finseca Advanced Markets
- Date: May 22, 2024
Sponsored by Securian: Chasing Sunset: Opportunities for Life Sales Before the End of TCJA
- Presenter(s): Channing Schmidt
- Session#: FIN2402-106
- Session Length: 45 minutes
- Program: 2024 Finseca Advanced Markets
- Date: May 22, 2024
The Art of Winning HNW and UHNW Clients: Success Stories
- Presenter(s): Eleanor Johnson; Corey Schneider; Timothy Maguire; Marty Nanne
- Session#: FIN2401-205
- Session Length: 45 minutes
- Program: 2024 Finseca Advanced Markets
- Date: May 23, 2024
The Foreign National Market: You're Leaving Money on the Table!
- Presenter(s): Fabian Gonzalez; Mary Oliva
- Session#: FIN2401-302
- Session Length: 45 minutes
- Program: 2024 Finseca Advanced Markets
- Date: May 24, 2024
