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.
This article appeared in the September 2019 Journal of Financial Service Professionals.
Accounting & Tax Planning
Journal of Financial Service Professionals (1 Year Subscription)
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 [...]
Life Insurance & Annuities
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 [...]
This article appeared in the March 2019 Journal of Financial Service Professionals.
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.
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.
This article appeared in the January 2021 Journal of Financial Service Professionals.
This article appeared in the May 2020 Journal of Financial Service Professionals.