Showing 121–144 of 251 results
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The Biggest Boogie Man for Baby Boomers and Beyond
$25.00When planning for retirement, the primary focus for most of our clients is to determine how much income they will need to maintain their style of living. And if they are really on top of it, they may have created a trust to maintain control of their assets at incapacity or after death. Too often, however, our clients do not discuss or plan for the probable fact that at least one spouse is going to need long-term care. How will they pay for it and not leave the well-spouse impoverished? Join Rich and Scott as they do a deep dive into several payment options you might not have realized were options at all!
(Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)
Presented by Rich Kupetsky, CLTC, SVP, Capitas Long Term Care and Scott Stewart, Esq. -
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P&C Insurance; Understanding Property and Casualty Insurance – Your First Line of Defense
$25.00Property & Casualty (home, auto, etc.) insurance has become so commoditized that many insurance companies lead customers to believe they can properly structure their insurance online directly. This strategy significantly undercuts insurance’s role as one of the most important ways consumers can ensure lifelong financial security. We want to help you understand the importance of P&C insurance as the foundation of a strong financial house!
(Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)
Presented by Mark Miletello, LUTCF, General Agent and Lauren Bottger, Multiple-Line Agent -
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The Top 5 Mistakes to Avoid When Helping Your Clients with Senior Care Planning
$25.00Years ago, helping clients navigate senior care wasn’t so complicated. Today, there are well over 1000 facilities and in-home care providers in San Diego alone – making the choices overwhelming. Family caregivers often lack information or resources necessary to coordinate care, thus looking to healthcare providers and estate planning professionals for guidance. Not all care – or budgets – are created equal. Jatana and Scott will break it down in a way that will allow you to provide accurate information and relevant resources for each of your family caregiver clientele.
(Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)
Presented by Jatana Williams-Thompson, Owner, Beyond the Sky Solutions, LLC and Scott Stewart, Esq. -
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The Bucket Plan®
$25.00The two biggest risks to a systematic withdrawal plan are inflation, and something known as “sequence-of-return risks”. Sequence-of-returns risk is the risk of receiving lower or negative returns early in a period when withdrawals are made from an individual’s underlying investments. The order or sequence of investment returns is a primary concern for retirees who are living off the income and capital of their investments.
Another misconception we see is people think that legacy planning is “just for the kids.” However, legacy planning is actually MOST important for the surviving spouse. Going from married to single tax brackets, the standard deduction is cut in half, marginal brackets shrink, and overall taxes go up dramatically. Added to which, losing one of the two Social Security payments and potential pensions, income is almost always reduced as well. So taxes go up and income goes down for a surviving purpose.(Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)
Presented by John L. Jenkins, AEP, EA, CFP®
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The Evolution of Planning with Entrepreneurs – What’s Next? (Gathering 2016)
$25.00Financial, legal, and tax products and structures are NOT what entrepreneur clients are seeking. Join Eve and Matt as they reveal how C-suite options and staffing may have you be seen as the advisor that truly helps the business grow and the owner take a step back. Create value for your clients, planning/product opportunities, and the asset your clients have always wanted – market for and help clients in a whole new way.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Eve Nasby and Matt Brogdon, PRC
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Multigenerational Wealth Leverage Using Third Party Financing for Life Insurance
$25.00A case study of the use of third party financing to efficiently protect wealth into the second generation and beyond. Justin and Amanda will discuss structures that build-in safeguards to reduce some of the critical risks inherent in financing premiums.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Justin Smith and Amanda Eldridge, CLU, ChFC
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Counseling a Philanthropic Silicon Valley Entrepreneur in Setting up a Charitable Initiative: What are the Options?
$25.00Peter and Sean will discuss creative and unique structures for setting up philanthropic initiatives – how some will synthesize charitable trusts but avoid the pitfalls and problems of UBTI, self-dealing, and private inurement restrictions.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Peter Myers, Esq. and Sean Kinney, Esq.
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Insurance Bootcamp Fast Start Workshop
$25.00From dead stop to cruising speed – how to learn everything you need to insure your book in under 1 hour! During this fast-paced information-packed session Trey and Steve will help you gain an understanding of key and advanced insurance concepts and how to spot the opportunities as well as the confidence to effectively communicate these concepts with your clients.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Trey Fairman, J.D., LL.M. and Stephen J. Mancini, Esq.
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Making Asset Protection Less Complicated and Better for the Client
$25.00So, is asset protection a primary concern for today’s client – or is it just hype – or is it misunderstood? Join Jeff and Joe as they demystify understanding how to identify the appropriate clients, assets, and jurisdictions that keep the current advisors involved and more simply protect a client’s family and their assets. Review the four categories of choices in today’s onshore and offshore world.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Jeff Burr, Esq. and Joseph Strazzeri, Esq.
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Tax Free Investing and Retirement
$25.00Forget about NINGs – if you have clients who want to (1) eliminate state and federal income taxes on their investments, (2) invest in highly tax inefficient assets (think hedge funds, ordinary income producing assets), (3) protect their investments from creditors, and (4) have a source of income-tax free retirement income – we’ve got the solution for you – and it works in all 50 states.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Scott Gunderson, J.D. and Greg Crawford, CFP
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The Legacy Conversation: A Powerful Way to Deepen Your Connection to Clients and Prospects
$25.00How do we as advisors have those important conversations with clients about how to pass their values on to their next generation in a business succession scenario. Values that are based in work ethic, family, philanthropy, and faith have had much to do with the success of the family business. A successful transfer can be all the more satisfying when those legacies are an intentional part of the succession plan. When you can initiate and lead that conversation, you will become a more valuable resource to your business owner clients. In this presentation, we will outline some strategies that will give you the confidence to lead your clients into this space and generate productive outcomes.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Rick Abbondanza, Esq. and Stan Miller, Esq.
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Dealing with Real Estate in a Contested Matter – Before and After Death
$25.00Join a long-time litigator and an experienced real estate attorney/broker/litigator to discuss the common (and more complex) issues property owners face during their lifetime, as well as the problems that occur after death, and how they can be avoided. Trust/probate litigation is now commonplace, and it almost always involves real property disputes. Explore how the way real estate is held and managed affects a person’s estate plan, and learn about the interplay between a trustee’s duties and the interests of the beneficiaries.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Freddy Garmo, Esq. and Alex Matuk, Esq.
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Planning for the 4th Quarter of Your Client’s Life
$0.00Expert in Elder Law? Estate planning is not what it used to be. As an industry we planned very well for our clients in the moments before they die and after their death – but we woefully under planned for their disability, especially a long-term disability. Valerie and Scott will go over not only the opportunities to help our past clients correct their plans, but also how to use this “4th Quarter” planning of life concept to attract and deeply help those individuals and couples over 60 years old – and even those younger families. This may be your next evolution as a practitioner.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Valerie Peterson, JD and Scott Stewart, Esq.
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How to Turn Opportunity Into Revenue
$25.00Spotting charitable giving opportunities in your client’s life is the first step to success in charitable estate planning. In this session we will be going over several places you can look for opportunities, the charitable tools to use and the potential revenue generated for the charitable estate planner.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Randy Fox and Lee Hoffman
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The Big 10 Questions Every Client is Thinking About
$25.00You’ve done your “targeted” marketing correctly and have the right person sitting in front of you, fully qualified…Now what? During the initial consultation you can easily, effortlessly and automatically build trust, establish credibility, exude confidence, and maintain control of the interview without being controlling. In this talk, Max and Shelley show us exactly how to anticipate these questions and clearly and succinctly articulate our answers, prompting potential clients not to say at the end of the initial interview, “This sounds good…Let me think about it.” but rather, “This sounds good…How do we get started?”
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Max Bolka and Shelley Lightfoot, Executive Director
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Behind the Scenes at SCI – Stewardship, Social Media, Virtual Learning, Freemiums, Tracking, and More!
$25.00We make mistakes – lots of them. But one thing we know for sure is that the only way to be a leader in your industry is to try new things and then share what you’ve learned with your friends. Get down and dirty with Shelley, Mike, and Brett as they share how we do what we do in the big bad world of digital communications.
(Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)
Presented by Shelley Lightfoot, Executive Director, Mike Armstrong, Electronic Presence Director, and Brett Littlewood, Social Media Director
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Do We Really Need to Talk About It?
$25.00It’s hard enough for life and/or business partners to talk about the subjects of dying – difficult family situations – health and money concerns that impact estate & business exit planning … only to learn that what you say may not be what your partner hears. It is no wonder we have a hard time reaching consensus, feeling heard, and taking action … In this practical and thoughtful presentation, nationally recognized family business planning and legacy advisor, R. J. Kelly, will help you identify some critical estate and business succession planning moves you need to make, but also how to value the differences and communicate better with your partner – at home and at the office – to reach better outcomes and have greater implementation.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by R.J. Kelly, ChFC, CLU, IAR, MSFS
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PolicyLogix for Business Owners
$25.00There is a $3 trillion pool of life insurance being neglected by the financial services industry. With more regulatory requirements, expectations of increased transparency, and expanding fiduciary litigation, these assets can no longer be ignored! This environment creates a breeding ground for missed wealth-creation opportunities, redundancy or omissions in risk management, nonexistent or obsolete succession planning, and lack of active management of existing insurance policies – thus creating big risk for the business owner and his or her family. Learn how to develop a Best Practices insurance risk management process that will also help you attract more clients.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Lori Messina, Esq. and Mike Rodman, CFP®
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How Charitable Strategies Enhance Estates – 2014
$25.00Wealthy families cannot leave 100% of their estates to their children and grandchildren because the estate and the gift transfer tax system intervene. This workshop will demonstrate how philanthropy actually enhances what the family receives while benefiting worthy charitable causes in meaningful ways.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by John L. Jenkins, AEP, EA, CFP®
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Business Buy-Sell Contingency Planning
$25.00Greg and Alex will discuss common issues business owners need to address regarding buy-sell agreements including: Advantages, disadvantages, the different types, funding alternatives, valuation issues and common problems business owners encounter. They will also discuss how to develop a contingency plan in case the circumstances of the business change and the buy-sell agreement does not address these changes.
Some topics to be discussed:
- What is a buy-sell Agreement?
- Learn to control your business and its ultimate transition
- Understand the need and advantages
- Triggering events and understanding the need for a buy-sell agreement
- Develop a Contingency Plan
- Implementation
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Greg Banner, CLU®, CFP®, CRTP and Alejandro Matuk, Esq.
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We Need to Talk – Tips for Starting the Critical Conversation and Bonding with the Next Generation
$25.00Clients rarely ask for help in their aging process. Veterans in the industry, Amy and Scott, will provide you with their personal experience and insights to identify warning signs to look for, how to start the conversation, and the important questions to ask now and in the future. Ensure your relationship as the key advisor for the next generation by proactively planning for and guiding them through a successful aging process. Gain valuable language and tools to help your clients and their family maintain maximum control over the way they choose to age as well as secure a more prosperous financial future.
(Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)
Presented by Amy Burfitt with LivHome and Scott Stewart, Esq.
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Wealthy Clients and Their Children Get in Trouble Too
$25.00What do we do when we get the call from our client asking for help due to a criminal or drug matter? Many practitioners are the go to quarterback for their clients and need to have both an overall understanding of these areas and a way to access resources quickly. Richard will expose the legal system and underlying process in helping clients when confronted with these life changing events and the bridge to how counseling may help not only the legal outcome but also the health of the individual and family. That will cross-over into Alisha’s concentration in the mental and physical health of those families confronted with addiction.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Richard Katzman, Esq.
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7 Steps to a Successful Business Exit
$25.00Every business owner needs to plan with the end in mind as to how they are going to transition out of their business. Exit planning is a customized process of setting goals and deciding how to best achieve them. Proper exit planning will help maximize a business owner’s return and minimize the tax liability when the business is transferred or sold.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Greg Banner, CLU®, CFP®, CRTP
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Savvy Social Security Planning: What CPAs, Attorneys, and Other Professionals Need to Know About Social Security Claiming Strategies
$25.00Discussion topics include: File and Suspend, Claim now and Claim more later, filing a restricted application. Spousal and survivor benefit issues and maximizing strategies. We will further discuss: The earnings test, actuarial reduction, FRA, PIA, DRC, POMS and the rest of the SS alphabet soup.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Ryan Hyslop, AMSS
