$15.95

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.

$19.00

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 [...]

$19.00

This article appeared in the January 2020 Journal of Financial Service Professionals.

$19.00

This article appeared in the January 2019 Journal of Financial Service Professionals. 

$19.00

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 [...]

$29.95

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.

$29.95

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.

$19.00

This article appeared in the September 2019 Journal of Financial Service Professionals.

$199.00

The Journal of Financial Service Professionals is one of the oldest and most prestigious journals in the financial planning field. From its roots in insurance, pensions, and estate planning, the Journal has evolved into a vehicle for groundbreaking applied research on topics of concern to the holistic financial planner. It is a blind peer-reviewed journal with a competitive nature [...]

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$129.00 $89.00

Program Overview Life Insurance is gaining wide acceptance as an alternative asset in the accumulation portfolio because of the potential returns and low market correlation. As people approach the distribution phase in their lives, life insurance can evolve into a core asset in their portfolio. This webinar explores the unique attributes of multiparty life insurance [...]

$19.00

This article appeared in the March 2019 Journal of Financial Service Professionals. 

$29.95

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.

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