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Video Playback

Home ยป Video Playback

20 Min Tuesdays

  • 2/14 – Disability Insurance with Principal
  • 2/28 – Penn ACE App & Multigen Protection Idea
  • 3/14 – LTC OneAmerica
  • 3/28 – Whole Life in a Down Market
  • 4/11 – Advisory VUL
  • 4/25 – Repositioning Dead Assets
  • 5/23 – Vitality – Healthy Choice Discounts
  • 6/13 – Executive UL with Protective
  • 6/27 – Money Guard – VA LTC
  • 7/12 – Nationwide LTC Linked-Benefit

 

AIS Monthly Call

  • January – Enhancing the Client Experience
  • February – Utilizing the tools on AIS Website
  • March – Planning Dept & LTC
  • April – Policy Review
  • May – Business Valuation and Succession Review
  • June – Disability Insurance with Mike Dolberg

 

Advanced Marketing Videos

  • Advanced Marketing – Tax Efficient Strategies
  • Corporate Split Dollar with Randy Zipse (longer)
  • Corporate Split Dollar (Short Version)
  • SLAT – “use it or lose it”
  • Private Funding – “wait and see” strategy

Additional Videos

  • Business Succession with Principal – 101
  • Business Succession with Principal – 202
  • Business Succession with Prinipal – 303
  • Life Settlements

The site is intended for licensed professional agents in the life insurance industry. Advisor Insurance Solutions does not guarantee the accuracy of the information contained on the site and is not responsible for errors and omissions. Not for use with the general public. Advisor Insurance Solutions is not affiliated with The Leaders Group, Inc.

Securities offered through The Leaders Group, Inc., Member FINRA/ SIPC,
2150 W 29th Ave, Suite 150, Denver, CO 80211
(303) 801-1930.

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  • About Us
    • Our Team
    • Locations
  • Podcasts
  • Login
  • Contact