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
The PPLI Marketplace: If You're Not Talking to your Clients About This, Someone Else Probably Is
- Presenter(s): Jerry Hester; Jay Judas; Frank Seneco; Zach Specht
- Session#: FIN2401-210
- Session Length: 45 minutes
- Program: 2024 Finseca Advanced Markets
- Date: May 23, 2024
Using Business Valuations to Drive Sales
- Presenter(s): Ryan Patton; Rob Hoffman
- Session#: FIN2401-303
- Session Length: 45 minutes
- Program: 2024 Finseca Advanced Markets
- Date: May 24, 2024
