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 |