279 files
Social Media
Reality Check - Can't Wait Infographic
Social Media
Reality Check - Now and Future Infographic
Social Media
Reality Check - Time is Now Infographic
Reality Check 2020 1
File Name: flyer_LIAM_RealityCheck_2020_1_RidingBike_unbranded.pdf
Flyer
Reality Check 2020 1
Reality Check 2020 2
File Name: flyer_LIAM_RealityCheck_2020_2_NewDogBaby_unbranded.pdf
Flyer
Reality Check 2020 2
Reality Check 2020 3
File Name: flyer_LIAM_RealityCheck_2020_3_Dancing_branded.pdf
Flyer
Reality Check 2020 3
Reality Check 2020 4
File Name: flyer_LIAM_RealityCheck_2020_4_EatingLaughing_branded.pdf
Flyer
Reality Check 2020 4
Understanding IUL Brochure - Vietnamese Translation
Piece Number: IUL2188 (01-20)
File Name: IUL2188-VN_07-20_Understanding%20IUL_Brochure.pdf
Brochure
Understanding IUL Brochure - Vietnamese Translation
Video
Recording - Business Continuation 101
Common issues and concerns are discussed about business continuation planning. Both tax
and non-tax issues will be explored.
Video
Recording - Business Continuation 201
Several advanced business succession strategies are presented and a discussion of the
importance of planning not only for death but for life.
Video
Recording - CARES Act & Stimulus Package
Explore the impacts to life insurance and the opportunities that may arise from the stimulus
package
Video
Recording - Nonqualified Executive Benefits 101
What is a Non-Qualified Executive Benefit plan and why should business owners use them
Video
Recording - Nonqualified Executive Benefits 201
How do you select the proper benefit? What criteria are used to arrive at the correct NQEB
plan for the prospect? We will also review two of the most popular plans.
Video
Recording - Premium Finance 201
Learn about premium financing from the lender perspective in this training session.
Video
Recording - Sales Idea Session
Join some of Global Atlantic’s top talent in the field for a discussion of interesting case studies and sales ideas. A heavy focus will be placed on clients with significant assets in either land or a business — and how life insurance can provide some compelling advantages.
Video
Recording - SECURE Act
How the life insurance industry will be impacted by the SECURE Act and sales ideas that you
can partner with the recent changes
Video
Recording - Split Dollar 301
Collateral Assignment vs. Loan Regime will open the conversation during this session. Lump Sum Financing, Tax Exempts, and Refinancing existing cases with high Applicable Federal Rates will also be discussed during this training.
Video
Recording - Split Dollar 401
This session will focus on examples comparing a Supplemental Executive Retirement Plan to a Split Dollar Loan Regime concept. Reverse Split Dollar, Material Modification, and Dual Loans will also be discussed.