Sponsored Education Online: Life Settlements: The New Retirement Vehicle for Long-Term Care
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 and CFP credit.
The Stanford Center on Longevity, recently reported that over the next 30 years, the percentage of Americans age 65+ will increase from 13% to 20%. Discussions around legislative changes related to Medicaid, Medicare, and long-term care insurance continue to dominate headlines. Millions of retired, retiring, and soon-to-retire adults are uncertain that their 'once reliable' retirement funding sources will support an extended lifespan. When financial advisors are called upon to redesign a long-term care strategy that provides lifelong individual financial security, they need to have a complete understanding of all available options, including life settlements.
Attendees will learn:
All attendees will receive a free copy of the brochure, "Test Drive One of Our Brand-New Retirement Vehicles". For more information on The Life-Changing Solution offered through life settlements, call 1-800-282-BETTY or visit www.thelifeline.com.
Wm. Scott Page is president and chief executive officer of The Lifeline Program, one of the oldest and most-established life insurance settlement providers in the nation. The company actively partners with insurance agencies and broker dealers to establish profitable and ongoing life settlement business lines. Page is widely credited as one of the founders of the life insurance settlement industry, which in the past 20 years has grown from a niche business into a mainstream financial services industry. Since 1989, Page and his company have served the financial needs of the elderly and terminally ill while offering a stable and profitable investment environment for the company's agents, investors and supporters. Page frequently serves as an expert panelist on Stuart Varney's FOX Business Network television show, "Varney & Company." After numerous guest appearances in 2012, producers invited Page to join the show's contributing panelists. He has also appeared on other national television programs and he has been featured in national publications. In 2011, Page began publishing guest blog posts for The Huffington Post. Page also regularly contributes articles to and is quoted in industry publications such as National Underwriter, California Broker, LIFE&Health Advisor and Insurance News Net. Today, Page is widely regarded for his efforts to conceive and lobby for legislation that protects both the insured and the investor. An acknowledged national spokesperson for the industry, he testified before many government bodies regarding the creation of licensing requirements. He also assisted the government in its efforts to crack down on investor fraud.
Justin Pipon is Senior Account Manager, Market Development + Branding with The Lifeline Program . As a seasoned life insurance industry professional with 10+ years experience, specifically in life insurance settlements, Justin Pipon manages national accounts and develops relationships with financial planners, producers, estate planners, and settlement brokers. Pipon plans, executes and leads business partnership program orientations for high-performing life insurance agents across the country. When he's not on the road with our CEO, Wm. Scott Page, educating financial professionals on the importance of sharing all retirement funding options with their clients, Justin's chairing Lifeline's anti-fraud committee. Justin is a licensed life insurance agent and has been an active member of the Life Insurance Settlement Association since 2005.