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Keeping Current
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are being made available with the understanding that due to changes in laws and regulations some content may be outdated.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)
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.
If you are a member and have not yet logged into the store, login here to see member pricing througout the store.
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.
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.
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.
“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.
Exciting New Opportunities in Buy-Sell Planning (April 23, 2008 Audio Conference)
This program is archived and available for viewing on the Web 24/7.
Discover a powerful new strategy to convince your business-owner clients to move ahead with critical succession planning—and increase your bottom line!
Discover a powerful new strategy to convince your business-owner clients to move ahead with critical succession planning—and increase your bottom line!
This program is archived and available for viewing on the Web 24/7.
How do you deal with clients from several generations, all of whom could have different perspectives and expectations when it comes to financial planning? This program takes provides important information the financial advisor needs to know about “the generational divide.”
How do you deal with clients from several generations, all of whom could have different perspectives and expectations when it comes to financial planning? This program takes provides important information the financial advisor needs to know about “the generational divide.”
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.
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.
Regular pricing - Members: $109.00, Non-members: $139.00
Special limited time offer for new subscribers - Members: $79.00, Non-members: $99.00.
Regular pricing - Members: $109.00, Non-members: $139.00
Special limited time offer for new subscribers - Members: $79.00, Non-members: $99.00.
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.
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.
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 item
This product is only available to Society Members.
This 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.
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.
This program is archived and available for viewing on the Web 24/7.
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
Elegant pull-apart keychain comes in its fitted gift box. Special member price and quantity discounts available to members. Now at least 50% off!10% discount if you order 10 or more!
VTC: The Complexities of Buy-Sell Planning (November, 2005)
Blue barrel with silver trim and new Society logo.
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.
This program is archived and available for viewing on the Web 24/7.
Liability Landmines for Financial Planners (March 19, 2008 Audio Conference)
This program is archived and available for viewing on the Web 24/7.
The rules governing the discovery of records are changing. Find out what they are, what they mean, and how to protect yourself in the event of a client lawsuit—before that summons arrives in the mail.
The rules governing the discovery of records are changing. Find out what they are, what they mean, and how to protect yourself in the event of a client lawsuit—before that summons arrives in the mail.
Blue barrel with gold trim and new Society logo. Lifetime guarantee.
This product is only available to Society Members.
Principles of Variable Annuity Portfolio Optimization (April 9, 2008 Audio Conference)
This program is archived and available for viewing on the Web 24/7.
Why do people invest the way they do? Why do they hold on to stocks when they should sell and sell when they should keep them? This program looks at the impact of behavioral finance on investment decisions, as well as what can be done to help steer clients through rough market times.
Why do people invest the way they do? Why do they hold on to stocks when they should sell and sell when they should keep them? This program looks at the impact of behavioral finance on investment decisions, as well as what can be done to help steer clients through rough market times.
This program is archived and available for viewing on the Web 24/7.
Properly constructed premium finance arrangements are an important component of advanced life insurance and financial planning. Premium finance can benefit consumers and business owners in many ways, such as helping to maintain investment portfolios, preserving cash flow and liquidity, reducing potential tax liabilities, and many more. This presentation provides an overview of the life insurance premium finance market, including specific information on how to apply different financing arrangements.
Properly constructed premium finance arrangements are an important component of advanced life insurance and financial planning. Premium finance can benefit consumers and business owners in many ways, such as helping to maintain investment portfolios, preserving cash flow and liquidity, reducing potential tax liabilities, and many more. This presentation provides an overview of the life insurance premium finance market, including specific information on how to apply different financing arrangements.
Defined Contribution Retirement Plan Design in 2008 (July 16, 2008 Audio Conference)
This program is archived and available for viewing on the Web 24/7.
If you have clients with defined contribution retirement plans, this program is a MUST. Robert Kaplan, CFP, CPC, QPA, APA, brings advisors up to date on issues they need to be aware of as 2009 approaches.
If you have clients with defined contribution retirement plans, this program is a MUST. Robert Kaplan, CFP, CPC, QPA, APA, brings advisors up to date on issues they need to be aware of as 2009 approaches.
Uses of DI and LTC in a Financial Plan (August 13, 2008 Audio Conference)
This program is archived and available for viewing on the Web 24/7.
Even the best financial plans can fall apart if sudden illness or disability strikes. Learn how to protect your clients against this possibility in this one-hour program by DI and LTC expert, Jeff Sadler.
Even the best financial plans can fall apart if sudden illness or disability strikes. Learn how to protect your clients against this possibility in this one-hour program by DI and LTC expert, Jeff Sadler.
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.
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.
Cut through the confusion and falsehoods about annuities as an estate and financial planning expert debunks the myths and gives you the facts.
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.
The Value of Limited Benefit Medical Insurance(August 20, 2008 Audio Conference)
This program is archived and available for viewing on the Web 24/7.
With high premiums and ever-more stringent eligibility requirements, the uninsured worker often hits a stone wall when looking for medical insurance. Limited benefit medical insurance could be the answer. This program gives you the details about this kind of coverage and the market it serves.
With high premiums and ever-more stringent eligibility requirements, the uninsured worker often hits a stone wall when looking for medical insurance. Limited benefit medical insurance could be the answer. This program gives you the details about this kind of coverage and the market it serves.
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.
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.
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.
This program is archived and available for viewing on the Web 24/7.
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.
This program is archived and available for viewing on the Web 24/7.
Professional Pledge Certificate
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.
General Recognition Certificate
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.
(Size: 9" X 12")
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.
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.
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 this month's special
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?
“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.
This program is archived and available for viewing on the Web 24/7.
“Take the Mystery Out of Financial Planning” Brochure
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. .
Sold in packets of 25.
This program is archived and available for viewing on the Web 24/7.
The new 403(b) regulations are effective January 1, 2009. Come up to speed on what they mean for you and your clients with this timely program from FSP.
The new 403(b) regulations are effective January 1, 2009. Come up to speed on what they mean for you and your clients with this timely program from FSP.
Society of Financial Service Professionals
17 Campus Blvd., Suite 201
Newtown Square, PA 19073-3230
800-392-6900 (M-F, 9 a.m. to 4:30 p.m. ET)
orders@financialpro.org
17 Campus Blvd., Suite 201
Newtown Square, PA 19073-3230
800-392-6900 (M-F, 9 a.m. to 4:30 p.m. ET)
orders@financialpro.org