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Videos

We invite you to join us this Wednesday, February 24th at 10:00 AM for a discussion led by Ken Buckley, President, and Founder of The Buckley Group, on the numerous reasons why The Buckley Group and MSPG can make a strong premium finance case together. In this meeting, you will learn about their connections with banks, insurance carriers, programs, and advanced underwriters that can get the deal done.
Get Your Premium Finance Case Approved
YouTube Video VVUtdjc0WVQzSVc1aTkwa250WXVrdEh3LjNnV2dfRVEtRkpN
Watch the webinar from Wednesday, February 17th with Erica Chase-Gregory, Director of the Farmingdale Small Business Development Center, and Lisa K. Doran, President, and Founder of Doran Law, P.C. Since 1985, the Farmingdale SBDC has helped over 34,000 businesses secure over $500M in funding, and Erica was just featured in a February 9th Newsday article on PPP assistance. For the last 25 years, Lisa Doran has helped established and entrepreneurial businesses in both commercial banking and legal capacities. During this meeting, Erica will cover the various functions of the SBA, and together, Erica and Lisa will share their unique insights into the PPP loan, and the PPP forgiveness process, especially as it pertains to Minority-and Women-Owned Business Enterprises.
PPP Loans and Forgiveness for MWBE
YouTube Video VVUtdjc0WVQzSVc1aTkwa250WXVrdEh3Li1oMkU3X3pKRXpB
Watch the webinar from February 10th at 10:00 AM for a discussion led by Chris Gathers, CLU and Regional Vice President, Brokerage Life Sales at Nationwide, on the details of CareMatters Universal Life Insurance, and the reasons why it's known as New York's #1 Linked Benefit product. Chris explained the cash indemnity difference, informal caregiving, and product advantage aspects of this premier product, including pricing, 10 pay, and retroactive 90-day elimination.
Nationwide YourLife CareMatters: An MSPG Meeting
YouTube Video VVUtdjc0WVQzSVc1aTkwa250WXVrdEh3LkNSQ1JQRVl6UUtB
Watch the webinar from January 27th for a discussion led by Glenn Usher, Sales Vice President of LTC at Lincoln Financial Group, and Mike Palatiello, Regional Sales Director at Lincoln Financial Group, on how to position MoneyGuard to consumers, and how the product will be a "WIN-WIN" as a corporate benefit. Mike also goes into further detail on ownership and tax issues surrounding this excitingly flexible long-term care planning product.
Long Term Care Solutions with MoneyGuard: An MSPG Meeting
YouTube Video VVUtdjc0WVQzSVc1aTkwa250WXVrdEh3LjI2X2ZMdTVRM2k4
Watch the webinar from January 13th for a discussion led by Carly Brooks, AVP and Counsel - Head of Advanced Markets at John Hancock, on the topic of wealth transfer strategies and opportunities for high-net-worth clients based on President-elect Joseph Biden's proposals, as well as how likely it will be that certain legislative changes will occur. Carly presented ideas and resources to help put the tactics presented into action.
HNW Wealth Management in a Biden Presidency Webinar
YouTube Video VVUtdjc0WVQzSVc1aTkwa250WXVrdEh3Lk5iODR4NFdLLWpN
Watch the Zoom webinar from December 2nd with Marc D. Schein of Marsh & McLennan, and Troy M. La Huis of Crowe. Together, they educated us on how to prepare, navigate and respond to the very real threat of cyber attacks. In this webinar, you will learn: What cyber insurance is, and how has it evolved The importance of educating and training employees How to educate and train, including what policies, internal procedures and controls, and data governance to establish How to protect against social engineering/human error About cybersecurity insurance- including what the appropriate level of coverage is, as well as how to integrate it with other insurance coverages How to set up a cybersecurity team in case of a breach How to structure a response plan to a breach
Prepare, Navigate and Respond to Cyber Risk Webinar
YouTube Video VVUtdjc0WVQzSVc1aTkwa250WXVrdEh3LnM3cUZVdjlEaGFF
Watch the webinar from November 18th where Andrew Roth and Mark Hamilton of Danziger & Markhoff, LLP educated us on new qualified retirement plan opportunities available under the CARES Act and SECURE Act, as well as how you can help your clients navigate the Paycheck Protection Program's forgiveness phase with ease.
Cares Act & Secure Act Webinar by the Pension/Profit-Sharing Experts!
YouTube Video VVUtdjc0WVQzSVc1aTkwa250WXVrdEh3Lmo1blRFeGpEdDFr
Watch the webinar from Wednesday, November 4th with Max T. Krotman, Managing Partner of Globalforce International, Inc. Max reviewed the valuation, financing and payout options involved in the sale, merger or acquisition of accounting practices of various sizes, and he provided guidance for the transition process.
Learn How to Sell Your Accounting Practice with Max T. Krotman
YouTube Video VVUtdjc0WVQzSVc1aTkwa250WXVrdEh3Ll8tRXZFSUpoTHVr
In 1999, a gentleman by the name of Ken Crabb was asked by a billionaire family to develop a tax-deductible means of owning and funding life insurance. Enter Restricted Property Trusts (RPT). Since developing this technique, Ken has successfully implemented hundreds of RPTs each worth hundreds of millions of dollars and has defended 19 of these clients in IRS audits, winning all 19 audits - 5 of which were won on appeal. The techniques being discussed can help you bring tremendous value to those clients of yours who are business owners with earnings in excess of $600,00 per year.
Restricted Property Trust Webinar with Ken Crabb
YouTube Video VVUtdjc0WVQzSVc1aTkwa250WXVrdEh3LkVxdWJ4UUpieFdn
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