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"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: Fully Insured Plans

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
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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.

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Date Register Level CE Credits*
Thursday, 09/18/14
12:00 noon – 1:00 p.m. ET
Intermediate PACE: 1 hr
CPE: 1 hr
CFP®: 1 hr
[Password provided in your registration email]

If you are attending a Chapter-hosted program, please register with the Chapter.

Register Online
Fully Insured Plans
Live Event: $
Add CPE: $
Add CFP: $
Add PACE: $
Total: $
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Please Select the "Add to cart" button above to register for this program

Sponsored by

Program Overview

This one-hour course will provide instruction on Fully Insured Plans for the closely held business owner, under IRC Section 412(e)(3).   It will describe what makes this plan unique, review issues surrounding these plans and demonstrate why these plans are an effective retirement planning program. The session will also review a case study, the impact of adding survivor benefits, and required administration and suitability.

Attendees Will:

  • Understand the issues surrounding the Fully Insured Plan
  • Distinguish how this plan operates
  • Determine for whom these plans are appropriate
  • Become familiar with the advantages of adding survivor benefits

Featured Speaker:

Ernie Guerriero, CLU, ChFC, CEBS, CPCU, CPC is a director and head of qualified plan marketing for the Business Resource Center for Advanced Markets of the Guardian Life Insurance Company in New York. Ernie's main responsibilities in overseeing the department are to provide sales, marketing and technical support to the field, focusing on qualified retirement plans. Prior to joining Guardian he was the Regional Vice President of Sales for Aviva where he assisted CPA firms in practice management in integrating their tax preparation business to financial services and acting as a technical resource. Ernie also held officer roles at National Life Group and MONY (now Axa). Ernie is recognized for his expertise in the retirement planning industry, he has published articles in trade publications, including the Journal of Financial Service Professionals and the New York University Review of Employee Benefits and Executive Compensation, he has appeared on The Wealth Channel and he is a speaker at professional industry group meetings on qualified plan design for small closely held business owners. He has taught for various colleges on employee benefits and is an insurance continuing education instructor with the Professional Insurance Agents of NY, NJ, and CT. Ernie is on the national board of the Society of Financial Service Professionals, he is also the treasurer for the Hudson Valley Chapter of the Society of FSP since 1988; he is a member of the Core Retirement Committee for AALU, member of the Fiduciary Standards Committee for the Society of FSP and Government Affairs Committee for the National Association of Plan Advisors.

Invite your colleagues and associates to benefit from this audio conference at no additional charge when you register for the program.

Make the most of your audio conference experience—check out these tips.

Registration Fee (includes PowerPoint and access to the archived program)

FSP Premier Members FSP Members Non Members
Live Event: INCLUDED* INCLUDED $19.95
CFP® Credit: INCLUDED $5 $5
CPE Credit: INCLUDED $5 $5

* Premier Members still need to register as usual.

Registration Options

Program Material

Upon registration, you will receive instructions via e-mail on how to participate in the program and access the PowerPoint by viewing the Web portion of the program. The e-mail will also include instructions for downloading and printing the PowerPoint presentation.

How Audio/Web Conferences Work

All you need to participate in an audio/web conference is a computer with internet access to view the live presentation. For the audio portion, you have the option of listening to the program through your computer's speakers (VOIP) or through the telephone. The presenter's material can also be accessed separately, prior to the program, on the Society's website. If you prefer not to view the web presentation, you have the option to listen only over the phone.

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Program Archive

This program will be archived and accessible online about a week after the live event and will include both the audio portion and PowerPoint slides. Registered attendees will receive instructions on how to access the program.

PLEASE NOTE: If you are unable to attend the live audio conference, the program is available for unlimited viewing by FSP members.

Did you know that members have access to one FREE archived audio conference as part of their FSP membership? Have you taken advantage of this benefit yet?