Audio/Web Conference: Non-Qualified Executive Benefits:
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
With clients living longer than ever and depressed retirement asset values due to the financial crisis, retirement planning is a major concern for many clients. At the same time, business owners are concerned about losing their key people once the job climate improves. Non-qualified executive benefits can offer business owners a way to restore benefits to their key employees, build loyalty and ensure continuity. This program will cover the market for non-qualified executive benefit plans, give an overview of the most common types of plans that business owners have to select from and what factors are critical to designing the most suitable plan.
Attendees will learn:
Bruce Guillemette, MSM, CLU, ChFC, FLMI is assistant vice president, advanced markets case design for AXA Equitable where he specializes in case design, guiding producers on the use of life insurance in business insurance, and estate planning situations. In 2007, Bruce joined AXA Equitable from Massachusetts Mutual Life Insurance Company where he was assistant vice president, blue chip group and advanced sales support. He was instrumental in creating the blue chip group, MassMutual's exclusive top producer sales and marketing unit. In addition, he had responsibility for the advanced sales illustration support area, serving as an expert in business protection, non-qualified executive fringe benefits and personal protection. In 1995, Bruce joined Connecticut Mutual Life Insurance Company as an advanced sales proposal consultant after serving 12 years at Security-Connecticut Life Insurance Company, where his responsibilities included marketing, competitive analysis, and customer service. He is a past president of the Hartford (Connecticut) Chapter of Society of Financial Service Professionals and a Member of the Association of Advanced Life Underwriters. He is a frequent contributor to various advanced markets materials and has authored articles for the National Underwriter and other trade publications. Bruce earned the FLMI designation in 1991, and CLU and ChFC designations in 1994 and 1995, respectively.