Archive
This Month's Videos
- Estate Planning Strategies for Unmarried Couples
- 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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The Importance of Asset Allocation
Episode 44: Assistant Professor of Financial Planning Craig Lemoine speaks with correspondent Bill Cassidy about the importance of asset allocation in protecting a portfolio from the unpredictable changes to the stock market.
Recent Videos
Episode 84: In a special edition of Wealth Today, Maury Stewart relates his touching story of the start of his financial services career.
Episode 83: David Woods, former president of the LIFE Foundation and former CEO of NAIFA, discusses the right motivation to sell life insurance.
Episode 82: Dave Littell of the New York Life Center for Retirement Income discusses the circumstances that women face as they plan for retirement
Episode 81: Professor Connie Fontaine talks about gift splitting and other estate planning strategies for both married and unmarried couples.
Episode 80: Paul Karasik, Founder of the Financial Advisor Coaching Institute, discusses enhancing business performance by applying the appropriate marketing techniques.
Episode 79: Professor Craig Lemoine talks about the issues individuals can encounter when they take loans or withdrawals from cash value life insurance policies.
Episode 78: Jon Dressner, Senior Vice President and Chief Creative Officer at the LIFE Foundation talks about participating in Life Insurance Awareness Month.
Episode 77: Professor Ted Kurlowicz talks about the financial resources that are publicly available to special needs families.
Episode 76: Professor Connie Fontaine talks about the “marital deduction” and how it applies to estate tax and gift tax situations.
Episode 75: Paul Karasik, Founder of the Financial Advisor Coaching Institute, discusses having a vision for an organization.