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Audio Conferences and Online PowerPoint Presentations

“These programs are being made available with the understanding that due to changes in laws and regulations some content may be outdated. Listeners should always check with their counsel before relying on this material when implementing any planning strategies. Specific questions about content should be directed to an appropriate subject matter expert.”

Leveraging LinkedIn — The Technology Goldmine (February 1, 2012)
How to use LinkedIn to maximize referrals and revenue.
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Non Member Price: $19.95
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Asset Conservation - Money In…Money Out?? Preventing the Whirlpool Effect! (August 4,2011)
Sponsored by Petersen International Underwriters. The uses of disability insurance to protect assets and cash flow will be examined.
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How to Successfully Network with CPAs and Attorneys (December 01,2010)
Sponsored by Billion Dollar Mentoring Mark Gremler will show you how to increase your referral business tenfold with reciprocal referrals from CPAs and attorneys
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Life Insurance as an Asset Class Case Studies:Applying Theory to Reality (June 29,2011)
Presented by Guardian Case studies illustrating the use and management of life insurance as a valuable asset.
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Life Insurance as an Asset Class: Properly Acquiring and Actively Managing a Valuable Asset (March 29,2011)
Presented by Guardian Properly Acquiring and Actively Managing a Valuable Asset Description: A program on life insurance as an asset class that requires management and optimization.
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Life Insurance As An Asset Class:Advisor-Client Conversations (September 27,2011)
Presented by Guardian Learn how to take concepts from the two previous webinars in this series and apply them in productive conversations with advisors and clients.
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Society of Financial Service Professionals
19 Campus Blvd., Suite 100
Newtown Square, PA 19073-3239
800-392-6900 (M-F, 9 a.m. to 4:30 p.m. ET)
orders@financialpro.org

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