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.
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 [...]
Life Insurance & Annuities
Life Insurance for Business Owners: Inside or Outside? (Journal Article)
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.
Life Insurance & Annuities
Life Insurance Policy Disclosure for the 21st Century (Journal Article)
This article appeared in the January 2021 Journal of Financial Service Professionals.
Life Insurance & Annuities
Life Insurance Policy Reviews from a Planner’s Perspective (Journal Article)
This article appeared in the May 2020 Journal of Financial Service Professionals.
Life Insurance & Annuities
This article appeared in the July 2020 Journal of Financial Service Professionals.
Estate Planning
Program Overview Advisors who represent clients with international connections, such as foreigners with US assets and beneficiaries, should be familiar with the basic tax and estate planning rules applicable to nonresidents. Additionally, individuals who have noncitizen spouses are subject to special estate and gift tax rules. Eli Akhavan will provide an overview of basic international [...]