Thanks for visiting our site. The following is a list of all our categories and products.

These products are only available to Society Members
If you are a member and have not yet logged into the store,login here to see member pricing throughout the store.

Looking beyond ratings to track the financial viability of life insurance companies. This program is archived and available for viewing on the Web 24/7.

Are you confronting more high-net-worth clients whose unique needs have led to more alternative planning strategies to manage their family wealth? Have you missed a few opportunities because you were unsure of the techniques available? Learn more about the design and implementation of specific wealth planning strategies through the Family Office.

Tell consumers why they should seek out a member of the Society of Financial Service Professionals – such as you – when seeking an advisor. This bi-fold brochure provides a brief introduction to FSP, explains eligible designations, lists member capabilities, reviews our mission statement and recaps our core values – all in an at-a-glance format.

Sold in packets of 25.

Learn about recent legislation on qualified retirement plans and IRAs and what it means for your dealings with existing and prospective clients. This program is archived and available for viewing on the Web 24/7.

This program examines the financial planning process to discover how our practices can be improved, including better communication between advisors and clients to make the entire planning process more productive for both parties.This program is archived and available for viewing on the Web 24/7.

This two-hour program looks at the planning decisions necessary to accommodate different chapters in your clients' lives. Hear three professionals share their planning experiences in helping clients through various life chapters.

Unlike other resources that just report new developments, Keeping Current translates the theoretical into the practical and examines the bottom-line implications for you, your clients and your practice. It’s perceptive commentary about critical issues that can help you capitalize on change.

The majority of American workers are insured through their employers, and the impact of financial planning on both employers and employees is huge.

What will the economy do next year, and how will you advise your clients? Hear one expert's insights.This program is archived and available for viewing on the Web 24/7.

The connections between being a "Servant Leader" and success are explored.This program is archived and available for viewing on the Web 24/7.

Learn what you need to know about valuing a life insurance policy for estate planning purposes. This program is archived and available for viewing on the Web 24/7.

Retirement planning and Social Security benefits: questions to ask, advice to give. This program is archived and available for viewing on the Web 24/7.

Unlike other resources that just report new developments, Keeping Current translates the theoretical into the practical and examines the bottom-line implications for you, your clients and your practice. It’s perceptive commentary about critical issues that can help you capitalize on change.

Stay out of securities detention and preserve your license to sell variable annuities by understanding the NASD’s specific regulatory obligations

Unlike other resources that just report new developments, Keeping Current translates the theoretical into the practical and examines the bottom-line implications for you, your clients and your practice. It’s perceptive commentary about critical issues that can help you capitalize on change.

In this program, the second of four, you'll learn how to turn credibility, integrity, and authenticity into the "Relational Capital that fosters lasting business relationships." This program is archived and available for viewing on the Web 24/7.

Qualified defined benefit plans (DBs) funded with life insurance products can be especially attractive to baby boomers. This program tells you why.This program is archived and available for viewing on the Web 24/7.

Retirement planning should be about "how our clients LIVE," not just about accumulating money. This program is about helping your clients go beyond the money and live their retirement years to the fullest. This program is archived and available for viewing on the Web 24/7.

How to use LinkedIn to maximize referrals and revenue.

Are COLI and BOLI right for your clients? This program looks at the uses and advantages for both employers and employees and the market opportunities they offer. This program is archived and available for viewing on the Web 24/7.

How to get the financial underwriter to approve your business owner life insurance request.This program is archived and available for viewing on the Web 24/7.

Explore “suitability” issues with regard to the sale of annuities and how evolving legislation could affect their sale.This program is archived and available for viewing on the Web 24/7.

This program covers the benefits of using a Medicaid Compliant Immediate Annuity to qualify for Medicaid Benefits. This program is archived and available for viewing on the Web 24/7.

Become a confident leader able to make quick, focused decisions using this easy-to-use "self-powerment" model. This program is archived and available for viewing on the Web 24/7.

Retirements lasting for 30 or 40 years are no longer uncommon. This program focuses on investment strategies that create predictable and sustainable income for life and beyond. Business owners too will find it helpful in managing their retirement plans. Included is a third optional hour designed with the consumer in mind.

As Baby Boomers begin to contemplate their senior years, long term care planning begins to take center stage in the business marketplace. This educational program will address the topic in detail, including the impact of the Pension Protection Act 2006.

The subject of Life Settlements draws polarized reactions from financial professionals. This program offers the perspectives of an insurance actuary, a life-settlements company CEO and an insurance regulator on this controversial topic.

What surprises are lurking in your client files? Learn from a team of experts how to anticipate questions from clients as you help them develop an effective estate plan.

A discussion of the benefits to clients of combining trusts and annuities and related tax issues. This program is archived and available for viewing on the Web 24/7.

Are you up to speed on how IRC Section 409A affects an employer’s choice of executive benefits? Learn from a team of experts what opportunities lie ahead for you as financial advisers in helping clients decide what is best for them.

An overview of ETFs and their impact in the financial services arena.This program is archived and available for viewing on the Web 24/7.

How to use the concept of "safe savings rates" for better retirement planning. This program is archived and available for viewing on the Web 24/7.

In this program, the first of four, you'll learn the 5 steps in the Relational Ladder that help you build lasting business relationships.This program is archived and available for viewing on the Web 24/7.

An in-depth analysis of the new planning concept created by TRA 2010.This program is archived and available for viewing on the Web 24/7.

Planning for the Less than $5 Million Estate Co-sponsored by NAEPC This program is archived and available for viewing on the Web 24/7.

What the Patient Protection and Affordable Care Act means for employee benefits advisors and their clients. This program is archived and available for viewing on the Web 24/7.

Co-sponsored by NAEPC What couples in non-traditional unions can do to enhance retirement security. This program is archived and available for viewing on the Web 24/7.

This program will address what annuities can and cannot do. Are they accumulation products or are they distribution products or are they risk management products? The program will examine risk management in financial planning and application of annuities in a plan.

Planning issues for families that have an individual with special needs. Co-sponsored by NAEPC This program is archived and available for viewing on the Web 24/7.

Client options for providing retirement benefits and death benefit protection to key employees. This program is archived and available for viewing on the Web 24/7.

This program brings this series to a close by discussing the value of business relationships and how to sustain them.This program is archived and available for viewing on the Web 24/7.

A discussion of why now is the perfect time to mention Charitable Lead Trusts to your high net-worth clients. This program is archived and available for viewing on the Web 24/7.

The tax advantages of ESOPs in transferring a closely held business. This program is archived and available for viewing on the Web 24/7.

A discussion of how to make your financial service practice audit-ready. Sponsored by Visionary Horizons

This product is only available to Society Members

If you are a member and have not yet logged into the store, login here to see member pricing througout the store.

This product is only available to Society Members. (Not available to Associate or Student members.)

If you are a member and have not yet logged into the store, login here to see member pricing througout the store.

For Chapter Use Only

If you are a member and have not yet logged into the store, login here to see member pricing througout the store.

Established in 1946, the Journal of Financial Service Professionals is one of the oldest and most prestigious journals in the financial planning field.

The Society’s Online Bookstore targets the full spectrum of the investment arena - from individual investors and financial advisors to professional traders. Visit our online bookstore and view the monthly discounts offered to Society members on the huge selection of books within the insurance, financial planning, brokerage, and investment industries. Click here for specials and to enter

The Society of Financial Service Professionals presents the educational sessions recorded at the 2006 Financial Service Forum in a CD-Rom package. For a list of topics covered, click here.

A limited number of the CD-Rom containing audio-recordings and accompanying PowerPoint presentations are available to Society of FSP members. Allow six weeks for delivery.

Avoid damage to your clients and your career: learn to recognize and deal with potential conflicts of interest. This program is archived and available for viewing on the Web 24/7.

Use of the Domestic Asset Protection Trust to protect against creditors. Co-sponsored by NAEPC This program is archived and available for viewing on the Web 24/7.

In this program, the third of four, you'll learn what to do to secure your business relationships.This program is archived and available for viewing on the Web 24/7.

A discussion of whether or not your investment firm will come under state or SEC jurisdiction as determined by the Dodd-Frank Act. Sponsored by MarketCounsel

This informative brochure takes readers through the process of finding and working with a financial adviser. It also encourages them to choose an adviser who has earned at least one highly respected financial service credential – like yours. .

50 Brochures

A discussion of the importance of private retirement plans regardless of governmental efforts to reduce the federal deficit. This program is archived and available for viewing on the Web 24/7.

Sponsored by Lincoln Financial Group Use of the Family Legacy Pyramid to protect against financial risk and reposition assets.

Sponsored by Maximizer Software Learn how Maximizer CRM software can help develop and manage your personal brand and client experience.

Presented by Guardian Learn how to take concepts from the two previous webinars in this series and apply them in productive conversations with advisors and clients.

Sponsored by Petersen International Underwriters. The uses of disability insurance to protect assets and cash flow will be examined.

Presented by Guardian Case studies illustrating the use and management of life insurance as a valuable asset.

Sponsored by MarketCounsel An examination of new and proposed legal and regulatory issues affecting advisors along with ideas for maintaining compliance.

Presented by Guardian Properly Acquiring and Actively Managing a Valuable Asset Description: A program on life insurance as an asset class that requires management and optimization.

Sponsored by Billion Dollar Mentoring Mark Gremler will show you how to increase your referral business tenfold with reciprocal referrals from CPAs and attorneys