VISITORS CENTER

CE Resources

Find local Chapter events in your area.

Join Now to get member pricing!

"FSP webinars have tremendous value for financial professionals. There is a wide array of interesting topics to choose from, and the ability to assemble a group of individuals lets you extend and amplify the value of the program. When supporting material is provided, such as articles, web sites, etc., attendees can continue the dialogue when the program ends."

Laurene B. Prevette, RHU, LUTCF
FSP Board of Directors, 2011-2012


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:

Alabama
Alaska
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Iowa
Illinois
Indiana
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
North Carolina
North Dakota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
West Virginia
Wyoming

There are no formal registration requirements for course providers in the balance of the states.

Close Window

Original Air Date Archives Level CE Credits*
Thursday, 03/20/14
12:00 noon – 1:00 p.m. ET
Order online
Call: 1-800-392-6900
Via Email
Intermediate PACE: 1 hr
CPE: 1 hr
CFP®: 1 hr
[Password provided in your registration email]

* You must participate in the live event to get the PACE, CPE credit.

Order Archive
Synergizing Retirement Income with Life Insurance and Annuities
Archive: $
Total: $
Login to receive member pricing
Please Select the "Add to cart" button above to register for this program

Sponsored by

Program Overview

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:

  • "Pension Max" - an old concept with some new approaches
  • The use of "Longevity Annuities" as a perfect complement to life insurance
  • How personal life expectancy and "health" expectancy will become an important part of retirement income distribution
  • Increasing lifetime income while leaving a guaranteed legacy.

Featured Speaker:

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.