Sponsored Education Online: Client's Dilemma: Whole Life / Universal Life
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.
The Webinar is free - Register Today!
How do clients decide what type of life insurance best suits their needs and the levels of risk they are ready to assume? How do agents approach these issues with clients to come to a mutually acceptable decision on the purchase of a life insurance policy? This webinar is moderated by Richard M. Weber, MBA, CLU, AEP, and includes panelists Philip Harriman, CLU, ChFC, RFC; Linda Stimac, CFP®; and Terence Stanaland, JD, ChFC, CPA. The program opens with a discussion of two articles by their authors, Anthony Domino, Jr., MSFS, CAP, ChFC, CLU, and Guy Baker, MBA, MSFS, MSM, CLU, ChFC, CFPÂ®, detailing the pros and cons of whole life and universal life depending on the circumstances. Using the articles as a basis for discussion, panelists then examine the process of how to work with clients to determine the most appropriate type of coverage to meet their needs.
Attendees will learn how to:
Richard M. Weber, MBA, CLU®, AEP® (Distinguished) was the 2012-2013 President of the Society of Financial Service Professionals. A 46-year veteran of the life insurance industry, he has been a successful agent, an insurance company executive, and now a consultant to insurers and their agents on the topic of effective and ethical selling. Author of more than 300 articles encompassing products, sales practices, and the due diligence necessary to buy and sell insurance, his most recent research, Life Insurance as an Asset Class - co-authored with Christopher Hause - received the 2008 Academy of Financial Services "Best Paper" award. Mr. Weber has been a member of the Society of Financial Service Professionals since 1974 and has been honored with the Society's Kenneth Black, Jr. Leadership Award.
Philip Harriman, CLU, ChFC, RFC For more than 30 years, Phil has worked with family-held and nonprofit businesses in retirement planning, business continuation arrangements and estate planning. He is well-known for his expertise and leadership, including president of the Million Dollar Round Table.
Linda Stimac, CFP®, has helped more than 3,500 financial advisors achieve sustainable gains in productivity by assessing their rainmaking capabilities and then using that analysis to become expert facilitators of decision making. Her career has been a rich blend of personal consulting work and selected "tours of duty" with leading edge companies that were pioneers in making the transition from a transactional to a consultative approach. She served as VP Program Development for Merrill Lynch & Co., Chief Learning Officer at Securian Financial Services and Head of Practice Management at Financial Network Investment Corporation.
Terence Stanaland, JD, ChFC, CPA , is of Counsel to the Greensboro, North Carolina, law firm, Teague Rotenstreich Stanaland Fox & Holt, P.L.L.C.Â An experienced attorney and certified public accountant, Mr. Stanaland is a frequent local and national lecturer and author on financial and tax topics and has served on the Board of Directors of several professional organizations and charitable foundations. He currently serves on the Board of Directors for the Society of Financial Service Professionals.
Anthony Domino, CLU, ChFC, MSFS, is a 27-year member of the Society of Financial Service Professionals. Having served on numerous local and national committees, he served as national president during the 2004-2005 fiscal year. He is currently president-elect of the AALU. He is also managing member of Associated Benefit Consultants, LLC in Rye Brook, NY
Guy E. Baker, MBA, MSFS, CLU, ChFC, CFP®, has developed and manages a group of financial services companies focused on the needs of wealthy business owners. Included in the group are BMI Consulting, Baker-Jensen Investment Advisors, The Stewardship Advisors and BTA Advisory Group. Baker has authored several books including Baker's Dozen &nd 13 Principles for Financial Success and Investment Alchemy. He is a 32-year member of the Top of the Table, qualifying since 1977, and served as president of the MDRT and the MDRT Foundation. He was also on the Association of Advanced Life Underwriters' board of directors.
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. All members will have access to the archived program.
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. If you prefer not to view the web presentation, you have the option to listen only over the phone.
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