Insurance Planning
 
Find courses that cover the analysis and evaluation of risk exposures and insurance, health, disability, long-term care, life insurance and annuities.


Insurance Planning (CE Credit)
Collapse The Top 50 Insurance Planning Mistakes and How to Avoid (Fix) Them - On Demand

Learn how to avoid and fix the most common life insurance planning mistakes in both estate planning and in an employee benefit context.

Learning Objectives

  • Identify and avoid potential insurance planning mistakes.
  • Identify ways to fix mistakes that have already occurred.
Formats Available: Streaming

Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE The Top 50 Insurance Planning Mistakes and How to Avoid (Fix) Them - On Demand
    Collapse What Will the Trump Administration Mean for Elder Care?

    Join Harry S. Margolis, Elder Law Attorney at Margolis & Bloom, LLP, for a special webinar in which he will explore the possible policy changes facing older Americans under the new Trump administration, such as: Medicare, Medicaid, repealing the Affordable Care Act, and more. Harry will discuss the proposals set forth by Congress, the likelihood of their success, and their effects on elder care in the United States.

    Level of Complexity: Overview

    Formats Available: Event
    Original Course Date: April 19, 2017

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE What Will the Trump Administration Mean for Elder Care?
    Collapse Why Long-Term Care is a Critical Component of Your Client

    Many of your clients are or may become a caregiver in the near future. Join this session to learn why extended care is a critical component of a retirement portfolio and how to address long term care issues with your clients.

     

    You Will Learn:

    Understand the cost implications for health and long-term services and support. Learn the role of family caregivers and their support needs. Identify strategies for communicating the need for long-term care to clients.

     

    Can't Miss Takeaway:

    You will learn current research and context of long-term care issues and strategies on how to address these challenging issues with your clients.

     

    Who Should Attend?

    All financial planners wanting to learn more about long-term care and how to address it with clients.

     

     

    Formats Available: Streaming
    Original Course Date: September 09, 2016

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Why Long-Term Care is a Critical Component of Your Client
    Insurance Planning (No Credit)
    Collapse Understanding the Advantages of Association Group Insurance Benefits

    This risk management and insurance planning presentation will focus on the advantages of association group disability and term life plans using the FPA benefit plans as a basis of comparison between association, employer and privately owned coverages.

     

    Upon completion of this program, participants will be able to:

    Appreciate association benefit plans in general and specifically become educated on what is available from FPA.

     

    Can't Miss Takeaway:

    Many advisor's clients are also eligible for some form of association group insurance benefits and this presentation will help advisors identify those benefits.

     

    Who Should Attend?

    Any advisor conducting comprehensive financial planning.

    Formats Available: Streaming
    Original Course Date: May 04, 2016
    ADD COURSEADD COURSE Understanding the Advantages of Association Group Insurance Benefits