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“Insurance for Attorneys” - Course for lawyers representing clients owning life insurance or working with insurance professionals. The format includes discussion of basic insurance products, trustee responsibility, ethical considerations and working with insurance agents.
“Ultimate Wealth Transfer Plan” – Continuing education course approved for credits in Washington (#196403) and California (#14444). A case study presentation for attorneys and agents using a variety of wealth transfer and estate planning strategies designed to provide the attorney additional tools to generate new clients and more business from existing clients. (In conjunction with Counsel Resource)
Estate Planning under the Obama administration and Beyond – Presentation for Agents, CPA’s, attorneys and their clients highlighting changes in estate tax laws and relevant strategies.
“Premium Financing – What now? Fact from Fiction” – Teleconference presentation to insurance agents, lawyers and financial advisors on recent changes.
“Life Insurance Premium Financing, Boondoggle or Bonanza” – Presentation to attorneys and life insurance agents. Content includes financing/arbitrage and sale of high premium life insurance policies.
“Premium Financing – From the source with PFG” – Teleconference presentation to financial professionals providing relevant market ideas when working with financing entities. Sponsored by PFG.
“Working with Attorneys, Is the client’s lawyer your ally or adversary?” – Webinar to insurance and financial services professionals on integrating planning and work product with client’s legal counsel. (in conjunction with Counsel Resource)
“What Lawyers Want?” – Webinar to financial and insurance professionals working with lawyers and law firms discussing the objective and ethical constraints of legal counsel when working with mutual clients.
“Captives, The Good, the Bad and the Ugly” – Presentation to attorneys, financial and insurance advisors in conjunction with Greenberg-Traurig, LLP relating to the nature and use of captives. Examination of relevant tax and legal issues.
“Captives, Exploiting the Good” – Presentation to insurance agents and legal counsel dealing with captive strategies and proper use. Sponsored by Bancroft Insurance.
“Business Owner Tax Strategies and Captives,” – Presentation to agents and legal counsel prospective on the use of a captive structure and identify suitability issues and pitfalls for relevant clients.
“Annuities – Suitability and Litigation” – Presentation to insurance agents, financial advisors and attorneys on the fundamentals of annuities and their use with focus on client profile, suitability issues and recent litigation trends.
“Understanding Estate Planning” – Seminar to prospective clients of national financial planning firm. Includes substantive and motivational material designed to educate attendees on basic estate planning strategies and take action to resolve their issues.
“Claims Against Investment Advisors and Brokers” - Securities course for advisors, broker/dealers and attorneys. Material includes overview of Federal and State securities laws, contractual claims, suitability, registration and anti-fraud provisions, controlling persons, churning, supervision, and analysis of applicable case law.
“Building a Referral Practice” - Course for agents, advisors, lawyers and law firms. Material examines the techniques of growing a practice through referrals. Ethical considerations, clients service, solicitation, practical strategies and fundamental techniques are analyzed. (Can be modified to address agents, advisors or law firms exclusively)
“Business Development Metrics in a Law Firm” - Course for new associates (or agents working with law firms) examining the methods of forecasting and acquiring business and measuring results against goals. Examination of typical law firm requirements for new associates and strategies for addressing those requirements. Topics include advancement, goal setting and consistency. How to become indispensable to the law firms with whom you work.
“Representing Elderly Clients” - Workshop for agents and advisors. Discussion of the practical aspects of representing older clients. State laws regarding elder abuse, suitability requirements and the changing legal landscape. Mitigating liability and client dissatisfaction. Medical, physiological and societal issues impacting representation of elderly clients and ethical considerations when coordinating with legal counsel.
“Issues Following Premature Death” - Seminar for insurance agents, lawyers and financial advisors with the goal of helping professionals various disciplines work with clients and their families following passing of family member, business partner or spouse. Analysis of legal, financial, probate, transfer and tax issues that are presented.
“Business Succession Planning” - Seminar for clients and prospective clients of insurance general agency addressing the practical, financial and tax aspects of multi-generational business planning.
“Life Insurance Planning 101” - Workshop for agents and lawyers to gain understating of planning strategies involving life insurance. Topics include, buy/sell and stock redemption plans, private pension, 403(b) GEBA bonus, financing and arbitrage.
“Marketing Ethics for Lawyers” - Presentation for attorneys and law firms addressing the pressure of business generation requirements while working with other professionals (Life Insurance Agents) An examination of the Code of Professional Responsibility relating to law firm marketing, client acquisition and solicitation. (in Conjunction with Counsel Resource)
“Attorney/Financial Advisor Alliance Issues” - Workshop for insurance agents, advisors and lawyers addressing working with mutual clients. Ethics, fee splitting, promotion and confidentiality issues are explored to enable the respective professionals to provide high quality advice and service to clients.
“Avoiding the “IT” - Teleconference presentation to agents, lawyers and advisors addressing the commoditization of their practice. How to be a trusted advisor vs. product salesperson.
“Client Service Checklist” - Webinar for estate planning lawyers and insurance agents discussing strategies using client service checklists to provide service and gather more business.
“Ultimate Wealth Transfer Plan” – Continuing education course approved for credits in Washington (#196403) and California (#14444). A case study presentation for attorneys and agents using a variety of wealth transfer and estate planning strategies designed to provide the attorney additional tools to generate new clients and more business from existing clients. (In conjunction with Counsel Resource)
Estate Planning under the Obama administration and Beyond – Presentation for Agents, CPA’s, attorneys and their clients highlighting changes in estate tax laws and relevant strategies.
“Premium Financing – What now? Fact from Fiction” – Teleconference presentation to insurance agents, lawyers and financial advisors on recent changes.
“Life Insurance Premium Financing, Boondoggle or Bonanza” – Presentation to attorneys and life insurance agents. Content includes financing/arbitrage and sale of high premium life insurance policies.
“Premium Financing – From the source with PFG” – Teleconference presentation to financial professionals providing relevant market ideas when working with financing entities. Sponsored by PFG.
“Working with Attorneys, Is the client’s lawyer your ally or adversary?” – Webinar to insurance and financial services professionals on integrating planning and work product with client’s legal counsel. (in conjunction with Counsel Resource)
“What Lawyers Want?” – Webinar to financial and insurance professionals working with lawyers and law firms discussing the objective and ethical constraints of legal counsel when working with mutual clients.
“Captives, The Good, the Bad and the Ugly” – Presentation to attorneys, financial and insurance advisors in conjunction with Greenberg-Traurig, LLP relating to the nature and use of captives. Examination of relevant tax and legal issues.
“Captives, Exploiting the Good” – Presentation to insurance agents and legal counsel dealing with captive strategies and proper use. Sponsored by Bancroft Insurance.
“Business Owner Tax Strategies and Captives,” – Presentation to agents and legal counsel prospective on the use of a captive structure and identify suitability issues and pitfalls for relevant clients.
“Annuities – Suitability and Litigation” – Presentation to insurance agents, financial advisors and attorneys on the fundamentals of annuities and their use with focus on client profile, suitability issues and recent litigation trends.
“Understanding Estate Planning” – Seminar to prospective clients of national financial planning firm. Includes substantive and motivational material designed to educate attendees on basic estate planning strategies and take action to resolve their issues.
“Claims Against Investment Advisors and Brokers” - Securities course for advisors, broker/dealers and attorneys. Material includes overview of Federal and State securities laws, contractual claims, suitability, registration and anti-fraud provisions, controlling persons, churning, supervision, and analysis of applicable case law.
“Building a Referral Practice” - Course for agents, advisors, lawyers and law firms. Material examines the techniques of growing a practice through referrals. Ethical considerations, clients service, solicitation, practical strategies and fundamental techniques are analyzed. (Can be modified to address agents, advisors or law firms exclusively)
“Business Development Metrics in a Law Firm” - Course for new associates (or agents working with law firms) examining the methods of forecasting and acquiring business and measuring results against goals. Examination of typical law firm requirements for new associates and strategies for addressing those requirements. Topics include advancement, goal setting and consistency. How to become indispensable to the law firms with whom you work.
“Representing Elderly Clients” - Workshop for agents and advisors. Discussion of the practical aspects of representing older clients. State laws regarding elder abuse, suitability requirements and the changing legal landscape. Mitigating liability and client dissatisfaction. Medical, physiological and societal issues impacting representation of elderly clients and ethical considerations when coordinating with legal counsel.
“Issues Following Premature Death” - Seminar for insurance agents, lawyers and financial advisors with the goal of helping professionals various disciplines work with clients and their families following passing of family member, business partner or spouse. Analysis of legal, financial, probate, transfer and tax issues that are presented.
“Business Succession Planning” - Seminar for clients and prospective clients of insurance general agency addressing the practical, financial and tax aspects of multi-generational business planning.
“Life Insurance Planning 101” - Workshop for agents and lawyers to gain understating of planning strategies involving life insurance. Topics include, buy/sell and stock redemption plans, private pension, 403(b) GEBA bonus, financing and arbitrage.
“Marketing Ethics for Lawyers” - Presentation for attorneys and law firms addressing the pressure of business generation requirements while working with other professionals (Life Insurance Agents) An examination of the Code of Professional Responsibility relating to law firm marketing, client acquisition and solicitation. (in Conjunction with Counsel Resource)
“Attorney/Financial Advisor Alliance Issues” - Workshop for insurance agents, advisors and lawyers addressing working with mutual clients. Ethics, fee splitting, promotion and confidentiality issues are explored to enable the respective professionals to provide high quality advice and service to clients.
“Avoiding the “IT” - Teleconference presentation to agents, lawyers and advisors addressing the commoditization of their practice. How to be a trusted advisor vs. product salesperson.
“Client Service Checklist” - Webinar for estate planning lawyers and insurance agents discussing strategies using client service checklists to provide service and gather more business.