Webinar Library

Welcome to the Power Session LIVE webinar library!

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Protect Your Clients’ Futures with Disability Insurance

May, 2013

May is Disability Insurance Awareness Month. What would happen if your clients no longer had the means to pay their mortgage, health insurance premiums or…

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Potential Veteran and Senior Benefits

April, 2013

Patty Servaes, CPA and founder of Elder Resource Benefits Consulting joins us to discuss veteran and senior benefits, specifically the VA’s Basic Pension with Aid and…

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Life Insurance as an Asset Class

February, 2013

In this month’s Power Session LIVE, John W. Wheeler, Jr. CFP®, CLU®, ChFC®, CRPC®, LUTCF, will share how you can position Life Insurance as an…

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Learn How to Use Mediation to Resolve Conflict

January, 2013

When transferring wealth within families and estate planning, using mediation can help resolve conflicts and disputes before they start. Learn how to use mediation in…

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What it Takes to Build and Maintain a Successful Financial Practice

December, 2012

Jose Feliciano has been achieving the impossible for over 40 years.  As the eldest of a Puerto Rican immigrant father, and French Irish mother –…

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The Current State of Real Estate Mortgages

November, 2012

How to Leverage Real Estate Mortgages with Your Clients A mortgage is one of your clients’ biggest purchases. Learn how to create value and opportunities…

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