Sponsored Education Online: Synergizing Retirement Income with Life Insurance and Annuities
CPE CE Credit Approvals
The recommended number of CPE credit hours is: 1
The Society of Financial Service Professionals is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
The Society offers programs at intermediate to advanced levels of continuing professional education. Although no pre-requisite course or advanced preparation is needed to participate in any program, knowledge of, or experience in, the program topic is required.
The Society's Refund Policy states that a refund may be given in most circumstances, less a $50 service fee. For more information regarding administrative policies on complaints and refunds, please contact our office at (800) 392-6900.
The following State Boards of Accountancy will accept CPE credit from National Registry Sponsors:
There are no formal registration requirements for course providers in the balance of the states.
* You must participate in the live event to get the PACE, CPE credit.
For years the focus has been on "saving for retirement." But guess what: it's now time to retire! How do we help our clients (and ourselves) move from accumulation to de-accumulation in a way that assures sufficiency no matter how long we live, maximizes income, minimizes income tax, keeps pace with inflation, provides shelter from the frequent economic storms, and leaves something "left over" for the kids? This Webinar focuses on strategies deploying life and annuity products for the benefit of the client.
Attendees Will Learn:
Richard M. Weber, MBA, CLU, AEP was the 2012-2013 President of the Society of Financial Service Professionals. A 46-year veteran of the life insurance industry, he has been a successful agent, an insurance company executive, and now a consultant to insurers and their agents on the topic of effective and ethical selling. Author of more than 300 articles encompassing products, sales practices, and the due diligence necessary to buy and sell insurance, his most recent research, Life Insurance as an Asset Class , co-authored with Christopher Hause , received the 2008 Academy of Financial Services "Best Paper" award. Mr. Weber has been a member of the Society of Financial Service Professionals since 1974 and has been honored with the Society's Kenneth Black, Jr. Leadership Award.