Presentations

Click here to register for upcoming teleconferences

We are working to convert all of our stored presentations to a Windows Media format that can be played on the latest version of Windows Media Player which is available without charge here. For best viewing click on the "full screen" icon above and at the right of the viewing pane of Windows Media Player.

• 412(i) Defined Benefit Plan

• AgriPlan and BizPlan

• Indexed Annuities

• Indexed Life Insurance

• HSAs - Health Savings Accounts

• Kaiser Permanente HealthConnect™ in Action

• The Simple/SEP Solution

• Supplemental Executive Retirement Planning

• Buy/Sell Planning

• The Professional Analysis and Review Program

New Feature!!!!!

The following additional presentations are currently only available through a personal appointment or through GoToMeeting online.

• Individualized Needs Analysis

  • Education Funding

  • Retirement Funding

  • Estate Needs

• Long Term Care Insurance

• Small Business Owner's Planning Consultation

• Flexible Estate Planning in Uncertain Times

• Deferred Compensation

• Executive Bonus Programs

• Key Person Insurance

• Disability Income

• Dynasty IRA Strategies

• Charitable Remainder Trusts

• Survivor Lifetime Access Trusts

• Irrevocable Life Insurance Trusts