What You'll Learn
Join us for an informative webinar, with fee-only insurance advisor Scott Witt, designed to help financial advisors guide their clients through the complexities of life insurance and annuities. With consumers often confused by the wide array of options, advisors play a critical…
Tom Dickson
Financial Experts Network
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Join us for an informative webinar, with fee-only insurance advisor Scott Witt, designed to help financial advisors guide their clients through the complexities of life insurance and annuities. With consumers often confused by the wide array of options, advisors play a critical role in ensuring that their clients avoid common pitfalls. This session will highlight the biggest mistakes clients make, from choosing the wrong type of policy or annuity to mismanaging existing coverage. Scott will cover key topics such as the risks of policy lapses, understanding the true drivers of policy performance, and how to identify cost-effective alternatives within the same company.
In addition to addressing life insurance mistakes, Scott will delve into annuities, focusing on why deferred annuities are often oversold while immediate annuities remain underutilized. Advisors will learn how to help clients evaluate the right annuity for their specific needs, and how products like longevity insurance could become game changers in the future. Whether you’re advising clients on how to maximize their coverage or looking for ways to integrate insurance into their overall financial plans, this webinar will provide the expert insights you need to avoid costly errors and optimize client outcomes.
*CE/CPE Eligible: 1 CE credit is available to FEN Members with these designations: CFP, CLU, ChFC and RICP. CPA members will earn 1 CPE credit.
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.