Sponsored Education Online: Indexing 101
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.
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:
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.