self study

Participants will learn the history and statistics of the life insurance market, what is a life insurance settlement, how do they benefit clients, unusual life settlements that worked, the process of selling, and how life insurance settlements benefit the financial advisor.

Annuities with lifetime income provisions offer risk pooling, which tends to be underappreciated as a unique source of returns that is unavailable for an investment portfolio.

Retirement is the most expensive purchase faced by most individuals. In this session, David Blanchett explored a framework to better understand how much retirement actually costs and a process for better estimating its true cost.

Join Matt Carpenter & Peg Keough as they explain how to maximize the odds of obtaining private scholarships. 
You will learn how to obtain college scholarships, the who, what, when, where and how to get private scholarships, how to get scholarships if you don't qualify for financial aid, and where to look and where NOT to look.

A loved one has just passed away and now the successor trustee must serve as trustee of the living trust. Are they prepared to handle the myriad of questions regarding their rights and responsibilities, taxes, and investments in these different situations?

In the past couple of years, we have heard a great deal about the Great Resignation.

Retirement researcher Wade Pfau has extensively researched reverse mortgages and has identified numerous ways a reverse mortgage can help clients secure their retirement. In fact, he's written a book on this very idea!

There have been several proposals to changing the FICO and credit score system. Listen to credit expert Tiffany Cross to learn the latest on the credit score landscape and best practices for you and your clients to optimize their scores.

Many employers offer employee stock plans as an incentive, but many clients have no idea of the value of the plans and their tax implications. Join CPA Larry Pon to learn how RSU, ESPP, and Stock Options work and how they may impact a client earnings.