self study

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.

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.

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.   

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. 

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!

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.

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.