|
Education:
- Bachelor of Science in Business Administration, Kansas State University
- Chartered Financial Consultant, The American College
- Chartered Life Underwriter, The American College
In Print & Online Media:
- Life insurance coverage on children, ProducersWeb
- Factfinding is fundamental, ProducersWeb
- Deregulation's effect on the economy – real or imagined?, ProducersWeb
- Variable Annuity Manufacturers Jump The Shark, ProducersWeb
- Five Ways to Save Big on your Life Insurance, Yahoo!
- Life Insurance - Not an Investment, Yahoo!
- Ready for Mother Nature, Yahoo!
- Retirement Planning Bid by Agents Draws Critics, Investment News, November 12, 2007
- Endorsed the One Card System, 2004 - Life Insurance Sales Mastery Forum
- Financial Planning Magazine, April 2004, Give and Take: Term vs. Whole Life
- Financial Planning Magazine, November 2003, Give and Take: Big Financial Companies Merge - Good or Bad?
- Financial Planning Magazine, April 2003, Giant Steps
- Index Compendium, January 2003, Fixed Annuity Safety
- Financial Planning Magazine, October 2002, "Patriot"-ism Could be Expensive, Expert Says
- Financial Planning Magazine, September 2002, Suitors or Stalkers?
- Financial Planning Magazine, August 2002, Generation "X" is An Untapped Market
- Ticker Magazine, August 2001, CFPs Revolt
- Society of Financial Service Professionals: Business & Compensation Newsletter, Spring 2001, Business & Compensation Planning Q & A
- Financial Planning Magazine, July 2001, The RIA Jungle
- Financial Planning Magazine, March 2001, Long Time No CFP
Seminars, Symposiums, Workshops & Lectures:
- Life Underwriting Training Council - Course Moderator
- Prospect or Perish
- Exploring Personal Markets
- Meeting Client Needs
- Business Continuity Planning
- Essentials of Employee Benefits
- Integrity Selling Seminar
- The Art & Science of Building a Life Insurance Clientele - The One Card System
- Broker-Dealer and Investment Adviser Compliance Seminar, Kansas Securities Commissioner
- New Agents Workshop - General American Life
- Advanced Curriculum on Executive Compensation and Wealth Transfer Planning
- Risk and Return Analysis
- Non-Qualified Compensation
- Variable Life Insurance Retirement & Executive Bonus Plans
- 401(k) Mirror Plans
- The Use of Split Dollar with Business Owners
- Selected Issues in Non-Qualified Deferred Compensation Planning
- Estate Planning Techniques
- Estate Planning for the Jumbo Estate
- Competition Analysis
- Charitable Remainder Trust
- Taking the Mystery Out of Underwriting Underwriting - From a Doctor's Perspective
- Pacific Life Academy
- Tools & Techniques of Estate Planning
- Principles of Retirement Planning
- Distributions from Qualified Plans
- Ethics for the Insurance Professional
- Society of Financial Service Professionals
- New IRA Rule Gives Distribution Power to the People
- Planning Your 2010 Funeral - The Current State of the Estate
- Suitability & Survival in a Convergent Industry
- Asset Allocation with Diminishing Assets
- Corporate Tax Implications of Long Term Care
- Wichita State University Forum Board Lectures
- William F. Buckley
- G. Gordon Liddy
- Dr. Richard Erskine Frere Leakey
- Dick Clark
- Dr. Robert K. Jarvik
|