The Masters. Explores advanced topics in Family Banking for participants who have completed The Essentials and The Professional levels.
Module 1 | Level Three | |
---|---|---|
Unit 1 | A. Introduction | |
Unit 2 | B. Catch Phrases by Ray | |
Unit 3 | C. Various Articles | |
Unit 4 | D. Bank Owned Life Insurance (BOLI) | |
Unit 5 | E. Using Your Policy | |
Unit 6 | F. Using Policy for Business Loan | |
Unit 7 | G. 50 year old Car Example | |
Unit 8 | H. 25 year old Car Example | |
Unit 9 | I. Education Example | |
Unit 10 | J. Commercial Property Example | |
Unit 11 | L. Maximize Your Money Through Multiple Policies | |
Unit 12 | M. Recapture or Create a Mortgage | |
Unit 13 | N. Live Presentation | |
Unit 14 | O. Laddering Policies | |
Unit 15 | P. Your Practice: Tax Forms; Application Checklist; & Policy Checklist | |
Unit 16 | Q. Creating A Family Finance Company | |
Unit 17 | R. PFF vs Roth IRA | |
Unit 18 | S. TSA vs PFF | |
Unit 19 | T. Interest Went to Policy Owner | |
Unit 20 | U. Key Employee Compensation Plans | |
Unit 21 | V. Tax Training IBC by a CPA | |
Unit 22 | W. Dr. MD Example | |
Unit 23 | X. 401K PFF Loan Example & Using Home Equity to Fund a Policy | |
Unit 24 | Y. Charitable Giving Examples |