As we celebrate Life Insurance Awareness Month here in September, we will examine the vital importance a well thought out life insurance plan as part of your clients' overall financial plans.
Join Bob Vandy to find out how life insurance pricing is like a pepperoni pizza, get current information on life insurance products and how features, such as creative newer generation riders, provide for much more than a death benefit.
Bob will also help you take a step back and examine:
- The 4 main "ingredients" in ANY life insurance policy, how life insurance is like a pizza and how those ingredients impact the various types of life insurance
- An objective comparison of the different types of insurance
- A case study to help advisers determine which type(s) of insurance fit differing client needs
- How Covid has impact life insurance products and processes
- How recent economic factors have affected life insurance products
- Examples of how to integrate life insurance in client plans
- The latest in "living benefit" riders in life insurance, their uses and their pros and cons
This session is worth one CE credit for subscribers with the following designations: CFP, CLU, ChFC and RICP. And CPA subscribers will earn one CPE credit. And NAPFA members who subscribe will receive a completion certificate they can apply for NAPFA CE credits.
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.