Sponsored Education Online: Funding for Success — A Deep Dive
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.
Equity Indexed Universal Life (EIUL) is the newest variation on current assumption life insurance providing flexibility in the amount and timing of premium payments - but which (like VUL) is often illustrated with a constant return assumption to answer the question "how much is this policy going to COST?" High "historic average" returns of the S&P500 or VUL sub-accounts can lead to a planned premium recommendation that is lower than likely to meet the client's expectations. The HVC - a volatility calculator recently incorporated into FSP member benefits - allows advisors to augment standard policy illustration calculations that are based on constant returns - with additional value-added detail that can help the client make EIUL and VUL policy funding decisions that are in their best interest.Download HV Calculator (FSP Members only access)
Attendees will Learn:
Richard M. Weber, MBA, CLU®, AEP® (Distinguished) is President of the Society of Financial Service Professionals. A 45-year veteran of the life insurance industry, he has been a successful agent, an insurance company executive, and now a consultant to insurers and their agents on the topic of effective and ethical selling. Author of more than 300 articles encompassing products, sales practices, and the due diligence necessary to buy and sell insurance, his most recent research, Life Insurance as an Asset Class - co-authored with Christopher Hause - received the 2008 Academy of Financial Services "Best Paper" award. Mr. Weber has been a member of the Society of Financial Service Professionals since 1974 and has been honored with the Society's Kenneth Black, Jr. Leadership Award. With his practical interest in issues of Thriving Beyond Midlife, members are invited to view a series of Webcasts on Retirement Planning for Baby Boomers produced and featuring Mr. Weber at: http://www.financialpro.org/foundation/Contribution/boomerwebcast.htm