Audio/Web Conference: EOLI: What You Don't Know Can
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 Business and Compensation Planning Section
A lot has happened since this program first aired in 2009. Join us for an update of what you need to know about new developments in EOLI.
Unaddressed Employer Owned Life Insurance (EOLI) faces significant consequences with the IRS. The rules are easily overlooked even by astute financial professionals. Fail to comply with these rules and your client could find the IRS as an unintended "beneficiary" of their life insurance policy. This program brings you up to date on the latest IRS pronouncements and what they mean for you and your clients. Remember, if your client pays a penalty, you become the defendant!
Attendees will Learn:
Rich Olewnik, JD, CLU, ChFC, FLMI®, Assistant Vice President, Advanced Sales, joined AXA Equitable in 2005 providing broad experience in the design and application of life insurance and annuity products, and frequently consulting on complex technical product issues. His wide ranging expertise includes the use of life insurance in a qualified plan, and in developing innovative marketing programs that support the Advanced Sales department. In addition, to a technical perspective expertise developed during the years supporting home office marketing and sales activities, he has the added advantage of having practical field experience as well.