Shifting Sands and Estate Planning Strategies for the Current Environment
Kathleen W. Bilderback, JD, LL.M*
Most planners retired their crystal balls at the end of 2009 when Congress allowed repeal of the federal estate tax. Since then, even experienced planners have been stuck trying to answer the most basic “who, what, when, why and how” questions about the future of the estate tax. During this session, Bilderback presents an up-to-the-minute discussion about Washington’s approach to the estate tax, its impact on your clients and sustainable planning strategies. In this ever-shifting estate tax landscape, Bilderback shares which things you should be doing for your clients to ensure that their objectives are met this year and beyond.
Auditing Secondary Guarantees
Charles J. Feldman, CLU, ChFC
The only certainty is uncertainty, and that’s true in business, too. Feldman helps you prepare for uncertainty by exploring your commitment and potential liability in your practice. If you have sold any secondary guarantee life insurance, attend this session to learn ways to retain the guarantees and protect yourself from guarantees that you didn’t know might be lost.
Sales Ideas and People Skills That Will Make You Millions
W.W. Hankinson, CLU, CFP
During his four-decade career, Hankinson has collected the best sales ideas and people skills from industry legends and top producers. He shares the ideas he’s used to help build his practice and shape his career. Discover how to keep concepts and solutions extremely simple because a confused consumer will never make a decision.
Growing Your Revenue and Bringing Your Practice to the Next Level
Howard Sharfman
As one of the industry’s leading producers, Sharfman explains how his firm has placed more than $75 million of non-financed life premiums in the last decade. Concepts include strategic alliance marketing, true partnership with advisors and the behaviors of great producers. Bring your practice from an entrepreneurial, individual practice to a sustainable, growth-oriented business.
Prospecting and Marketing Your Way to the Top
Marc A. Silverman, CLU, ChFC
It has been said that sales is 98 percent people knowledge and 2 percent product knowledge, but you’d better know 100 percent of the 2 percent. Additionally, you must be successful at marketing if you want the fish to be chasing the boat. Learn how to successfully market your business so that you achieve higher levels of success year after year. Silverman explains how to successfully increase your prospecting techniques so that you are seeing all the people you want to see.
$2.5 Million of Revenue in 95 days
Donald P. Speakman, MSFS, CFP
Speakman has developed numerous creative strategies that have enable him to maintain 99 percent client persistency during numerous challenging economic times. He discusses simple, but effective, practice management strategies that enable him to achieve consistent Top of the Table membership while keeping his overhead at less than 33 percent of revenue. Incorporating these strategies into your practice is unbelievably easy and will immediately impact your bottom line. Learn Speakman’s best practice management, marketing and seminar selling ideas that enable him to consistently average $2.5 million of revenue in 95 working days per year.
Debunking the Top Investing Myths
Curtis A. Teberg*
After years of research, Teberg uncovered what he believes are holes in some commonly held beliefs about the right and wrong ways to invest. It may seem radical to debunk conventional wisdom many have followed for years, but Teberg’s compelling studies yield surprising results. You’ve never heard money management theories like this before. Teberg has you thinking not only outside the box, but off the charts, as he builds his case for questioning the commandments of investing.
Using Media to Maximize Productivity
Donald F. White Jr., CLU, ChFC*
When White was told in 1993 that he had a face for radio, little did he know that the invitation to do daily 90-second vignettes about money on his favorite radio station would change his business forever. He discusses his nearly two decades of experience with both radio and television, and shares his secrets for using media in your marketing strategy.
*Outside Speakers