Archive
This Month's Videos
- I Never Wanted To Do Anything Else
- The Right Motivation to Offer Life Insurance
- Retirement Planning for Women
- The Importance of Mentoring - Part Two
- Gift Splitting and Estate Planning for Couples
- Applying the Right Marketing Techniques
- Loans & Withdrawals from Cash Value Life Insurance Policies
- September is Life Insurance Awareness Month
- Public Resources Available to Special Needs Families
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Business Transfer Motives, Channels and Methods
In this segment, Denny Axman, CLU®, ChFC®, CFP®, Vice President of Sales with Capitas Financial/Pinnacle Insurance & Investments, LLC., Sam G. Torolopoulos, CPA, President of ATI Capital Group, Inc. and Bruce R. Abernethy, Jr., JD, an Attorney certified in wills, trusts and estates by the Florida Bar Board discuss business transfer motives, channels and methods. The value of advisory teams is also discussed. Bruce Abernethy, Jr.
Recent Videos
Steve Plewes, the Principal of Advisors Financial Group, discusses recent changes to suitability rules for annuities.
John Olsen, principal of the Olsen Financial Group, discusses the regulation of annuities and the passionate viewpoints surrounding the products.
John Olsen, principal of the Olsen Financial Group, discusses implementing annuity regulation.
Steve Plewes, the Principal of Advisors Financial Group, discusses consumer views of annuities in this tough economy.
John Olsen, principal of the Olsen Financial Group, discusses regulations of a suitable annuity.
Phil Cannella, President and CEO of the First Senior Financial Group, discusses the importance of proper education for both clients and advisors.
John Olsen, principal of the Olsen Financial Group, discusses annuity rules and regulations.
Phil Cannella, President and CEO of the First Senior Financial Group, discusses basic flaws that contribute to a consumer’s lack of financial control.
Professor Ted Kurlowicz examines the details of Michael Jackson’s estate plan.
Professor Ted Kurlowicz explains how to handle a situation involving multiple wills.