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:
There are no formal registration requirements for course providers in the balance of the states.
If you are attending a Chapter-hosted program, please register with the Chapter.
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.
Ernie Guerriero 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.
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Registration Fee (includes PowerPoint and access to the archived program)
* Premier Members still need to register as usual.
Program MaterialUpon 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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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?