Webinar Library

Welcome to the Power Session LIVE webinar library!

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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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Financial and Emotional Costs of Growing Older

October, 2012

With Long Term Care Insurance Awareness Month coming up in November, now’s a great time to familiarize yourself with the opportunities available with this type…

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7 Step Process to Successfully Exit Your Business

September, 2012

Clarke Langrall, Jr., CEPA (Certified Exit Planning Advisor) shares his unique expertise.  One of only 275 Certified Exit Planning Advisors (CEPA) in the U.S., Clarke assists…

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