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Complete Store Directory
Thanks for visiting our site. The following is a list of all our categories and products.
Keeping Current
Consumer_Education
Society_Merchandise
Affinity Programs
Audio Conference Tapes/CDs and Online PowerPoint Presentations
“These programs are being made available with the understanding that due to changes in laws and regulations some content may be outdated. Listeners should always check with their counsel before relying on this material when implementing any planning strategies. Specific questions about content should be directed to an appropriate subject matter expert.”
Video Training Conferences (VTC)
Logo Items
Certain items in this area 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 througout the store.
Feature Selection
Professional_Education
Clearance
Recognition Certificates and Frames
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.
EOLI: What You Don't Know Can Cost You Thousands (July 1, 2009 Audio Conference)
Are you aware of the new EOLI requirements just announced by the IRS? This program will tell you what you need to do to comply.
This program is archived and available for viewing on the Web 24/7.
VTC: Park Avenue Meets Main Street: Family Office Techniques for the Millionaire Next Door (May 2005)
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.
“Solutions for a Secure Future” Brochure
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.
FSP Member Discount Program
Service Providers, Qualified Retirement Plans, and IRAs (August 11, 2010 Audio Conference)
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.
The Next Level of the Financial Planning Process (August 25, 2010 Audio Conference)
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.
VTC: The Changing Face of Estate Planning (May 2008)
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.
Keeping Current New Subscription
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.
VTC: Personal Financial Planning Using Employer-Sponsored Benefits & Tools (February 2008)
The majority of American workers are insured through their employers, and the impact of financial planning on both employers and employees is huge.
Preparing Your Clients for Market Volatility and Potential Inflation (December 22, 2009 Audio Conference)
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.
Labels
Each label features the Society “Member Logo” printed in blue & gold on white glossy stock. Seven lines for your name, title, address, etc. (printed in black) are provided. Size: 1 ¼ x 3 ¼.
A special form is required to order this item and can't be ordered online. Click Here to print the order form for this itemThis product is only available to Society Members.
Life Insurance Strategies for Turbulent Times (April 22, 2009 Audio Conference)
"Due to less than perfect audio quality, we are offering this recording at a discounted price. No refunds or returns."
This program is archived and available for viewing on the Web 24/7.
Are your clients suffering from “planning paralysis” because of the bad economy and worries about the estate tax? This program suggests some cures.
Life Insurance Valuation: Navigating Uncharted Waters (January 13, 2010 Audio Conference)
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.
SEC 151A: Oversight or Overreaction? (July 22, 2009 Audio Conference)
In this program, Ben Baldwin, Jr., CLU, ChFC, CFP®, AEP and John L. Olsen, CLU,
ChFC, AEP will discuss the pros and cons of Rule 151A, the current challenges to it,
and what its survival, as law, could mean for agents, companies, and the financial
services industry.
This program is archived and available for viewing on the Web 24/7.
Keeping Current Subscription Renewal
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.
VTC: Making the Suitable Sale : The NASD Requirements for Variable Annuities (February 2005)
Stay out of securities detention and preserve your license to sell variable annuities by understanding the NASD’s specific regulatory obligations
VTC: The Complexities of Buy-Sell Planning (November, 2005)
Keeping Current Single Issue
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.
Launching Your Business Relationships (second in a series of 4 webinars on business relationships) (April 14, 2010 Audio Conference)
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.
Defined Benefit Plans Funded With Life Insurance Products (June 30, 2010 Audio Conference)
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.
Thriving Beyond Midlife - Going Beyond the Money (July 28, 2010 Audio Conference)
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.
Ballpoint Pen in Felt Bag
Blue barrel with silver trim and new Society logo.
Golf Shirt
100% Peruvian Pima cotton, navy blue w/yellow embroidered Society logo. One design for men and women in sizes M, L and XL. Extra long.
Maximizing Relationships with Attorneys and CPAs (September 2, 2009 Audio Conference)
Discover what a true wealth advisory team can do for you and your clients while learning how to build more profitable relationships with attorneys and CPAs.
This program is archived and available for viewing on the Web 24/7.
COLI and BOLI Plans: Applications for Owners and Their Employees (March 17, 2010 Audio Conference)
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.
VTC: Managing Your Resources for Income in Retirement (November 2007)
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.
VTC: Long Term Care and the Business Marketplace (February 2007)
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.
VTC: The Great Debate: Life Settlements (November 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.
VTC: Sticky Situations and Awkward Moments in Estate Planning (May 2006)
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.
Roth IRA Conversions from an Estate Planning Perspective (March 25, 2009 Audio Conference)
This program is archived and available for viewing on the Web 24/7.
The new RMD rule, effective in 2009, together with the disappearance of the $100K AGI limitation in 2010, will have far-reaching effects for Roth IRA conversions. Discover what these changes mean for you and your clients.
VTC: Deciphering the Code: Section 409A and Nonqualified Deferred Compensation Plans (February 2006)
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.
Myths and Misunderstandings About Annuities (December 10, 2008 Audio Conference)
This program is archived and available for viewing on the Web 24/7.
Cut through the confusion and falsehoods about annuities as an estate and financial planning expert debunks the myths and gives you the facts.
Membership Pin
Gold-plated membership pin with blue background and Society logo.
This product is only available to Society Members.
The Future of 401(k): Crisis, Reform and Ascendancy (June 17, 2009 Audio Conference)
This program is archived and available for viewing on the Web 24/7.
Understanding the Relational Ladder (March 31, 2010 Audio Conference)
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.
VTC: Annuity Strategies in Financial Planning (May 2007)
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.
Nonqualified Deferred Comp Plans: Still Hot in a Cold Economy (April 8, 2009 Audio Conference)
This program is archived and available for viewing on the Web 24/7.
Under the 409A rules and Split Dollar rules, an effective compensation plan can be an exceptional and very cost-effective tool for retaining employees and attracting new talent. This program provides comprehensive knowledge of these plans and shows you why they can be particularly effective in today’s economy.
Maximizing Initial Withdrawal Rates: Advising Clients and Making Decisions with Confidence in Turbulent Times(August 12, 2009 Audio Conference)
Are there higher "safe" initial withdrawal rates for investment portfolios than previously thought?
This program is archived and available for viewing on the Web 24/7.
The Problem with Penguins: How to Dramatically Increase the Revenues of Your Financial Service Business by Branding and Packaging Your Big Idea (September 23, 2009 Audio Conference)
Discover and use your Big Idea to stand out from the crowd and increase your revenues.
This program is archived and available for viewing on the Web 24/7.
Realizing Returns on Your Business Relationships (last in a series of 4 webinars on business relationships) (June 2, 2010 Audio Conference)
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.
Professional Pledge Certificate
This product is only available to Society MembersIf you are a member and have not yet logged into the store, login here to see member pricing througout the store.
Membership Certificate
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.
General Recognition Certificate
For Chapter Use OnlyIf you are a member and have not yet logged into the store, login here to see member pricing througout the store.
Walnut Pocket Frame
(Size: 9" X 12") This product is only available to Society MembersIf you are a member and have not yet logged into the store, login here to see member pricing througout the store.
The Journal of Financial Service Professionals
Established in 1946, the Journal of Financial Service Professionals is one of the oldest and most prestigious journals in the financial planning field.
Society Bookstore
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
2006 Forum Audio Recordings
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.
VTC: Security in Retirement: Healthy, Wealthy and Wise (September 2005)
Periodization ~ 12 Weeks to Breakthrough(September 10, 2008 Audio Conference)
This program is archived and available for viewing on the Web 24/7.
“Periodization” and the concept of a 12-week year can be roads to greater productivity and fulfillment in your practice. Want to find out how?
The Role of a Flexible Portfolio in Asset Allocation (September 30, 2009 Audio Conference)
What are the current views of Modern Portfolio Theory and have they changed in light of the financial crisis of 2008?
This program is archived and available for viewing on the Web 24/7.
Securing Your Business Relationships (third in a series of 4 webinars on business relationships) (May 5, 2010 Audio Conference)
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.
“Take the Mystery Out of Financial Planning” Brochure (50 Brochures)
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
Relative Strength and Tactical Asset Allocation (April 21, 2010 Audio Conference)
This program only available to FSP Members
This program is archived and available for viewing on the Web 24/7.
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