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"FSP webinars have tremendous value for financial professionals. There is a wide array of interesting topics to choose from, and the ability to assemble a group of individuals lets you extend and amplify the value of the program. When supporting material is provided, such as articles, web sites, etc., attendees can continue the dialogue when the program ends."

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FSP Board of Directors, 2011-2012


Sponsored Education Online: Indexing 101

CPE CE Credit Approvals

The recommended number of CPE credit hours is: 1

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Original Air Date Archives Level CE Credits*
Wednesday, 03/27/13
12:00 noon – 1:00 p.m. ET
Order online
Call: 1-800-392-6900
Via Email
Intermediate PACE: 1 hr
CPE: 1 hr
CFP®: 1 hr
[Password provided in your registration email]

* You must participate in the live event to get the PACE, CPE and CFP credit.

Order Archive
Indexing 101
Archive: $
Total: $
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Program Overview

Note: This program is a follow-up to a January 30 webinar, "FIUL – The Myths and Realities." Even if you attended the January program, in this new webinar Peter Lofgren, Allianz's top life wholesaler who works every day with BGAs and agents, will go into greater depth on the sales concepts and market trends. He will discuss what trends are happening in the FIUL market and what features are currently selling with agents and consumer. This is new information that will benefit all attendees.

Indexed Universal Life is the fastest growing segment of the life insurance marketplace. According to LIMRA, 2012 FIUL sales accounted for 30% of total universal life premium. Hear from one of the industry's top wholesalers about the FIUL market trends and key product features. In addition to explaining the basics of FIUL, Peter Lofgren will share his viewpoint on the FIUL market and what features are important to consumers and agents. He will educate on the basics of indexing and why Indexed Universal Life products are so popular.

Attendees will Learn:

  • Why is the life insurance marketplace changing?
  • A closer look at fixed index universal life insurance (FIUL)
  • FIUL crediting methods
  • Loan options in a FIUL
  • How FIUL is marketed and sales concepts

Featured Speaker:

Peter Lofgren is regional vice president of Life Insurance at Allianz Life. He works to help agents effectively market and close indexed universal life cases by providing ideas and support based on years of "in the trenches" indexed experience. His primary goal in working with producers is to provide practical, client-centered training and creative ideas aimed at growing new revenue. Peter has been with Allianz Life for 11 years, holding positions in operations, internal sales and sales training prior to joining the fixed external sales team in 2006. His experience has been primarily in the underwritten product lines at Allianz Life. During his tenure as a Regional VP, the territories Peter has managed have cumulatively produced over $35 million in target FIUL premium. Peter holds a MN/WI Life, Accident and Health insurance licenses, Series 7 securities registration and active CE instructor appointments in 49 states.