Archive
This Month's Videos
- Effective Communication: The Key to Success
- An Undertow of Unintended Consequences
- Resources for New Agents and Advisors
- Are You Drowning Financially?
- Integrating Philanthropy in an Organization
- Retention and Mentoring in Financial Services
- Effective, Efficient Communication
- Thriving Despite Volatility
- Effect of Regulatory Reform on Consumers and Advisors
- Estate Plans and Income After Death
- Michael Jackson's Will
- Ownership of a Deceased Holder's Estate
- Term Policies in a 1035 Exchange
- Deductible Medical Expenses and Upcoming Increases
- Managing as a Profession
- Objections to the MBA Oath
- Closing the Financial Services Gender Gap
- Upcoming Increases to the FICA Tax
- How Will Increased Taxes Affect Savings?
- Staying Successful With Education
- Regulatory Reform: The Potential Outcome
- Educating the Industry With the FPA
- The Importance of Asset Allocation
- Benefits of a 1035 Exchange
- Financial Services: Back to the Basics
- When is a Will Legally Binding?
- Learning Styles of Students
- Community Outreach with WISER: Getting Involved
- New Research From The American College
- Obligations to Diverse Populations
- Will a Defined Fiduciary Standard Prevent Unethical Behavior?
- Expert Opinions on the Nation's Savings Rate
- Creating an Effective Presentation
- Planning for the Present and Future
- Gary Coleman Estate Issues
- Is Estate Planning a Priority?
- Investing Confidence in Women
- Life Insurance as a Retirement Tool
- The MBA Oath - Holding MBAs to A Higher Standard
- Employer-Provided Life Insurance: Is It Enough
- Is There a "Bad Time" To Enter the Financial Services Industry?
- Running a Successful Endowment Campaign
- Planning Strategies to Reduce Impact of Upcoming Tax Increases
- The Changing Face of Philanthropy
- Benefits for Taxpayers: IRC Section 1035
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Overcoming Common Objections
The benefits of ethical recommendations and the differences between "persuasion" and "manipulation" are discussed and demonstrated in a role play featuring Ron Carson, ChFC®, CFP®, the Founder and Chief Executive Officer of PEAK and Greg Opitz, a Senior Practice Management Coach at PEAK.
Recent Videos
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.
Professor Julie Ragatz discusses overcoming the language barrier when marketing products and services.
Kirk Okumura, Adjunct Professor of Financial Planning at The American College, speaks with correspondent Patricia Cheers about the appeal of working in the financial services industry and his personal experience that led him to the profession.
Jim Ivers III, ChFC®, Professor of Taxation, breaks down the change to the Medicare contribution tax taking place in 2013.
Professor Jim Ivers discusses the increase in FICA taxes, specifically the hospital insurance tax, taking place in 2013.