| 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 |