Sponsored Education Online: Policy Valuation: A Key to Growing Your Business
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.
In an ever-changing environment, there are no guarantees that your client's financial plan will stay on course. Whether it is due to personal, estate or business changes, a life insurance policy valuation resulting in a life settlement can be the solution that puts them back on track. Jonah Kahn will present ideas on using policy valuation as a valuable prospecting and client retention tool.
Attendees will Learn:
Jonah Kahn is senior vice president, Account Services for Coventry, the creator and leader of the secondary market for life insurance. With more than 15 years of experience in the insurance industry, Mr. Kahn is responsible for the development of Coventry's account services team and growing distribution through the financial advisor community in the United States. He is also a national educator and speaker on the secondary market. Prior to joining Coventry, Mr. Kahn was a regional vice president of AXA Financial where he was responsible for developing and maintaining sales relationships in the New York metropolitan area. He received his Bachelor of Arts degree from Pace University. Mr. Kahn holds his Series 7 and Series 63 licenses.