Life Insurance & Annuities
Do Annuities Improve Retirement Outcomes? (FSP Archived Webinar)
Program Overview Do annuities improve retirement outcomes? For years, that’s been the question. Join industry expert, Dr. Michael Finke, for a discussion on annuities and how they really impact your clients’ retirement – both emotionally and financially. Dr. Finke will provide data-driven perspectives to help build your practice, as he addresses these questions: Is the [...]
Life Insurance & Annuities
Ethics: Delivering on the Promise (A.D. Banker Online Course)
By clicking "Buy Now" you will be redirected to A.D. Banker to complete your purchase. You will be prompted to select your resident license state and course type (continuing education) to determine courses and formats available in your state.
Life Insurance & Annuities
By clicking "Buy Now" you will be redirected to A.D. Banker to complete your purchase. You will be prompted to select your resident license state and course type (continuing education) to determine courses and formats available in your state.
Financial Planning
Fee-Only Advisors and Insurance Agents – Perfect Together (goAudio)
Professional relationships between fee-only CFP®s and commission-based insurance producers offer mutually beneficial opportunities, added value that extends to their clients. A successful career in the insurance business can be very lucrative, but success often depends on the agent’s ability to develop “centers of influence,” people willing to personally refer clients to the agent. For fee-only [...]
Life Insurance & Annuities
Fee-Only Advisors and Insurance Agents – Perfect Together (Journal article)
This article appeared in the January 2020 Journal of Financial Service Professionals.
Life Insurance & Annuities
Guideline-Premium-Tested Universal Life Insurance Policy Decisions: Caveat Emptor (Journal Article)
This article appeared in the January 2019 Journal of Financial Service Professionals.
Life Insurance & Annuities
This article appeared in the January 2021 Journal of Financial Service Professionals.
Life Insurance & Annuities
How to Grow Your Practice and Serve Your Clients Using Life Settlements (FSPgo On-Demand Webinar)
Program Overview A life settlement can often be the solution your clients need as they plan for retirement or are faced with medical expenses. From the growing retirement savings gap to the senior health care/long-term care funding crisis, seniors should be aware of all their financial options and advisors should be prepared to lead an [...]
Life Insurance & Annuities
In the Client’s Best Interest: Regulatory and Ethical Concerns (goAudio)
What do New York, Massachusetts, New Jersey, and California have in common? Politically, they’re typically “blue states.” In financial services, they account for 25 percent of insurance premiums in the United States. These are also the states having already adopted (New York and New Jersey) or are likely next in line to adopt laws requiring [...]
Estate Planning
By clicking "Buy Now" you will be redirected to A.D. Banker to complete your purchase. You will be prompted to select your resident license state and course type (continuing education) to determine courses and formats available in your state.
Estate Planning
By clicking "Buy Now" you will be redirected to A.D. Banker to complete your purchase. You will be prompted to select your resident license state and course type (continuing education) to determine courses and formats available in your state.
Life Insurance & Annuities
This article appeared in the September 2019 Journal of Financial Service Professionals.