Sponsored Education Online: New Reasons for Annual Valuations and Life Settlements
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.
As a professional working with high net worth individuals, keeping an eagle eye on new strategies to help protect assets is part of your fiduciary responsibility. Annual valuations help keep you ahead of the curve when your client's financial and retirement plans change. This Webinar explores new reasons why a life settlement may be a solution and how a policy valuation can help you find forgotten funds for your clients.
Attendees will Learn:
Snow Inocencio is senior account manager of market development and branding with The Lifeline Program. With more than 23 years of experience in the financial service industry, Snow evaluates the procurement of life insurance policies on the secondary market. She manages the BGA/MGA relationship and leads seminars focused on retirement funding options for seniors, specifically life settlements, long-term care, and reverse mortgages. Snow's responsibilities include policy review, pricing, and negotiation. She also researches liens or judgments against proposed policies for sale and ensures clear title to the policy. Additionally, she educates consumers about their rights to selling an existing unwanted life insurance policy through direct consumer marketing campaigns. Snow is actively involved in Lifeline's Anti-fraud committee. Professional association memberships include, LISA, AALU, NAIPIC, and Women in Insurance and Financial Services.