Sponsored Education Online: FIUL - The Myths and Realities
CPE CE Credit Approvals
The recommended number of CPE credit hours is: 1
The Society of Financial Service Professionals 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.learningmarket.org.
The Society offers programs at intermediate to advanced levels of continuing professional education. Although no pre-requisite course or advanced preparation is needed to participate in any program, knowledge of, or experience in, the program topic is required.
The Society's Refund Policy states that a refund may be given in most circumstances, less a $50 service fee. For more information regarding administrative policies on complaints and refunds, please contact our office at (800) 392-6900.
The following State Boards of Accountancy will accept CPE credit from National Registry Sponsors:
There are no formal registration requirements for course providers in the balance of the states.
* You must participate in the live event to get the PACE, CPE and CFP credit.
Fixed Index Universal Life (FIUL) insurance is the fastest growing product in the life insurance industry. Hear about the myths and realities of FIUL from one of industry's top actuaries. Todd Petit will explain the pros and cons of FIUL and how the products are designed. You'll come away knowing: how Fixed Index Universal Life policies work; how they are affected in a low interest rate environment; what goes into setting caps and interest rates; and the risk and return profile of each crediting strategy.
Todd Petit, ASA, MAAA, is a senior director actuary responsible for life product development at Allianz Life, a company focused on providing innovative, value-added products while remembering that "A Promise is a Promise." He has been with the firm for 11 years, focusing on product design, implementation, reinsurance relations, and marketing strategy. Todd has been in the insurance industry for 19 years, and has designed several types of insurance products including variable life, variable annuities, fixed life, term life, and long term care. He has spoken as an FIUL expert at numerous conferences and seminars. He received his Bachelor's Degree in Mathematics from the University of Notre Dame in 1994. He is an Associate of the Society of Actuaries.