Sponsored Online Education: Asset Conservation —
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.
This program is brought to you by the Society's Risk Management Section
Business and Estate Planning begins with income planning. Assets are built from income. A severe disability can create a whirlpool effect in which the assets that have been built must be liquidated unless a lifeline has been attached using various forms of disability insurance. Partnerships, business empires, and families all rely on cash flow to exist. Risk Assessment in Income planning (for both personal and business needs) cannot be done without an adequate disability program. Jump in bed and cover up your head and vow not to spend any more money! You cannot do it! Exploring the reasons why people should have disability insurance and armed with information and statistics will assist insurance professionals to understand why disability insurance is so crucial! We will also explore numerous uses of disability insurance plans…Beyond the Traditional!
Key Points Covered:
Attendees will learn:
Thomas R. Petersen, MBA, RHU is a senior partner to Petersen International Underwriters where he is also the Director of Special Projects, the Director of Public and Industry Relations and is the senior underwriter of the firm. Petersen International Underwriters is one of the largest underwriting firms for disability coverages, through Lloyds, in the United States. They design and issue coverages for excess and special disability insurance needs, international medical insurance, and numerous other specialty lines. Petersen also served as president and founder of Professional Image, an international claims and underwriting investigation service facility. He holds numerous licenses and professional designations including Registered Health Underwriter, Health Insurance Associate, Diplomat of the American Board of Forensic Examiners, licensed Private Investigator and Certified Fraud Examiner.