Ethics and Regulations
CREDIT HOURS
This course will provide insight and guidance on the methods and structures for Advisory Fee schedules. It includes draw backs and benefits of different methods. It includes what the regulations and rules require along with the duties owed customers.
Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.
Click link below to download power point presentation related to webinar.
CREDIT HOURS
This course has been designed to provide a deep dive into modernized rules that govern investment adviser advertisements and payments to solicitors as it relates to marketing.
Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.
Click link below to download power point presentation related to webinar
Annuities
CREDIT HOURS
Annuity industry veteran Scott Stolz will provide an excellent review of fixed and indexed annuities that covers important features, understanding the typical buyer, decisions to consider when buying an indexed annuity, how caps and interest rates work and much more. This is a can't miss if you want to understand annuities.
Click links below to view the videos of these webinars - To take the quiz in order to earn CE you must watch the videos in their entirety.
Click links below to download power point presentations related to webinars. You will be required to attest that you have read these items and these documents will be included on the quiz.
Social Security
CREDIT HOURS
Former Social Security director Kurt Czarnowski provided a refresher on how Social security benefits are calculated, how they may be taxed and how spousal benefits (non-working spouse, divorce, survivor) work.
Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.
Click links below to download power point presentation related to webinar and our Social Security Guide. You will be required to attest that you have read these items and these documents will be included on the quiz.
Estate Planning
CREDIT HOURS
Learn the purpose of revocable trusts, also known as living trusts, and how they can be a useful part of a client's estate plan. Join estate planning attorney Laurie Steiner to learn the advantages and disadvantages of a revocable trust as compared to irrevocable trusts or no trust at all!
Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.
Click link below to download power point presentation related to webinar.
CREDIT HOURS
Proactive estate planning can benefit all clients by ensuring their assets and finances are properly taken care of after their death. Without the proper planning and documents, probate court may lead to unintended distribution of assets. Estate planning also involves giving permission to family members or an attorney to carry out your wishes if you become incapacitated while still alive.
Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.
Click link below to download power point presentation related to webinar
Medicare
CREDIT HOURS
This highly rated session features Medicare expert Melinda Caughill a phenomenal Medicare presentation. Melinda covered a lot of ground in this 75-minute session, with one of the best explanations I’ve heard on Medicare Advantage plans.
Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.
Click link below to download power point presentation related to webinar