Archive
This Month's Videos
- 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
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Overcoming Common Objections-Part III
Ron Carson, ChFC®, CFP®, the Founder and Chief Executive Officer of PEAK and Greg Opitz, a Senior Practice Management Coach at PEAK talk about the problems that can arise when a client needs to end a business relationship with a family member.
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.