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
View Last Month's Video
View All Videos
Mission Statements and Value Propositions
The importance of a value proposition and the questions to ask when creating a mission statement are discussed in detail by Matthew Halloran, a Certified Life Coach and Practice Management Coach with PEAK. A sample presentation showing how these can be used effectively is included in the segment.
Recent Videos
Dr. Larry Barton speaks with Tom McLeary and Jim Lowry about the importance of mentoring for African-American financial services professionals.
Professor Ted Kurlowicz discusses preserving the assets owned by an individual with special needs.
Glenn Meyer, founder of the GDM Advisory Group, discusses integrating various aspects of financial planning into an organization.
Professor Mary Quist-Newins discusses the problem of retention in the financial services industry.
Glenn Meyer, founder of the GDM Advisory Group, discusses maintaining a successful organization during economic volatility.
Professor Glenn Stevick discusses the potential effects of regulatory reform.
Tom Virkler, Director of CPS Advanced Markets discusses term policies in a 1035 exchange.
Professor Mary Quist-Newins discusses the results of new research from The American College.
Kevin Lynch, Assistant Professor of Insurance, discusses how increased taxes affect the nation’s ability to save.
Tom Virkler, Director of CPS Advanced Markets discusses the benefits of a 1035 exchange.