Topic suggestions welcome! More than one of these presentations were inspired by a suggestion.
Call or email with questions or to book Michael Staeb to speak to your group.
Speaking fees vary and may be discounted for NAIFA state or local associations.
Call or email with questions or to book Michael Staeb to speak to your group.
Speaking fees vary and may be discounted for NAIFA state or local associations.
Special Presentations

Surfing the Next Baby Boomer Wave
Qualified Asset Transfer
Tax planning isn’t just for those over 70. Every client with qualified savings will face mandatory taxation and possibly pass a significant tax burden to their heirs. Let’s look at 3 strategies that will be more efficient while maintaining flexibility for whatever life throws at us and opens the door to legacy and charitable giving.
Presented at the 2019 MDRT Annual Meeting in Miami Beach on Tuesday, June 11. A very big 'thank you' to the MDRT staff, planning committee, and volunteers! [This is a non-CE variation of Life Insurance 303: Putting Your IRA to Work.]
Qualified Asset Transfer
Tax planning isn’t just for those over 70. Every client with qualified savings will face mandatory taxation and possibly pass a significant tax burden to their heirs. Let’s look at 3 strategies that will be more efficient while maintaining flexibility for whatever life throws at us and opens the door to legacy and charitable giving.
Presented at the 2019 MDRT Annual Meeting in Miami Beach on Tuesday, June 11. A very big 'thank you' to the MDRT staff, planning committee, and volunteers! [This is a non-CE variation of Life Insurance 303: Putting Your IRA to Work.]
100 Series: Basics, Ethics, Product Deep Dives, & Personal Planning
200 Series: Business Planning Concepts
Life Insurance 201: Business Uses
Business Planning with Life Insurance From the everyday buy/sell plan to more complex uses such as deferred compensation and estate equalization, this course covers the basics of these strategies and how life insurance can be a valuable tool for your business owner clients. Concludes with an overview of IRC Section 101(j) notice and consent regulations for employer-owned life insurance (EOLI). CE Credits Available? YES | One (1) Hour | Intermediate Check with me for state approvals. Life Insurance 202: Golden Handcuffs
Life Insurance as an Executive Benefit [This course is under development.] CE Credits Available? NO | One (1) Hour | Intermediate |
Life Insurance 203: Business Succession
Smoothing Transitions in Business Ownership Changes to ownership of a business are disruptive by nature. Utilizing insurance to fund these changes can ease the transition by alleviating some of the financial burdens. This course includes case studies on where life insurance can be effective in different styles of business transition. [This course is under development.] CE Credits Available? NO | One (1) Hour | Advanced |
300 Series: Estate Planning, Charitable Planning, & Tax Strategies
Other Topics
CE Provider Numbers: Alabama 500005082 | Florida 371457
Oregon 500003421 | New Mexico 500010241 | Washington 300342
Unless otherwise listed, all CE course approvals are for insurance producers only. Additional states and license types may be available on request, subject to any applicable filing fees and regulatory approval. CE credit availability and course numbers subject to typographical error and change without notice.
Oregon 500003421 | New Mexico 500010241 | Washington 300342
Unless otherwise listed, all CE course approvals are for insurance producers only. Additional states and license types may be available on request, subject to any applicable filing fees and regulatory approval. CE credit availability and course numbers subject to typographical error and change without notice.