Sponsored Education Online: Life Insurance as an Asset Class – REVISITED
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.
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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 credit.
Dick Weber is the thought leader behind Life Insurance as an Asset Class, a concept that objectively supports the use of permanent life insurance for lifetime needs. In this revisit, Dick reminds us of the key concepts behind selecting the right policy styles for the right reasons, and then looks specifically at Indexed Universal Life as the newest entry into the realm of "lifetime" products. While being neutral on the "what's best?" with respect to different policy styles, there are important realities for which all financial advisors need to be aware when it comes to understanding the differences between current assumption and guaranteed policies.
Attendees Will Learn:
Richard M. Weber, MBA, CLU, AEP, 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.