By clicking "Buy Now" you will be redirected to Kaplan to complete your purchase.
Life Insurance & Annuities
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 [...]
Planning for Business Owners
The new economic relief package has a wide-ranging impact on individuals and businesses. From relief payments to forgivable loans, delayed RMDs, special funding for healthcare, unemployment provisions and business incentives, learn what the CARES Act offers and how it might affect your business or clients. Speaker: Jamie Hopkins, Esq., MBA, CFP®, LLM, CLU®, ChFC®, RICP® [...]
Program Overview Financial and societal shifts in planning (including estate tax changes and demographic trends have caused estate planning to be a part more and more of the overall retirement planning process. This session explores the reasons for this shift and its exceptions, and then offers tangible ways professional advisors can integrate estate planning into [...]