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 A Close Look at Long Term Care Solutions for Your Clients - On Demand

Join FPA partners and insurance experts Michael Smith, president of CPS Horizon Financial, and Matthew Anderson, president of Broadtower Insurance Solutions, Inc. as they discuss updates on the long term care insurance market, taking a deeper dive into the different solutions planners can provide to clients including hybrids, cost and plan design. Also covered are tips on starting this tough conversation and an analysis of LTCI for business owners.

 

Level of Complexity: Intermediate

Formats Available: Streaming
Original Course Date: August 24, 2017
On-Demand Release Date: Available Now

Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE A Close Look at Long Term Care Solutions for Your Clients - On Demand
    Collapse An Introduction to Long-Term Care Planning - On Demand

    Protect your clients from the potential high cost of long-term care. Discover options for care, funding considerations, and how you can help clients plan ahead.

     

    Level of Complexity: Overview

    Formats Available: Streaming
    Original Course Date: June 14, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE An Introduction to Long-Term Care Planning - On Demand
    Collapse Incorporating Health Savings Accounts (HSAs) into Your Financial Planning Practice - On Demand

    Most Americans are not saving enough for retirement. Further, we underestimate how much of retirement income will be spent on health care costs. Health savings accounts (HSAs) are well suited to fill this void by offering superior tax efficiency today coupled with the flexibility to meet retirees’ changing needs as they age. Join this session to learn how HSAs may benefit your clients and how incorporate them into their financial plans.

     

    Level of Complexity: Overview

    Formats Available: Streaming
    Original Course Date: September 12, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Incorporating Health Savings Accounts (HSAs) into Your Financial Planning Practice - On Demand
    Insurance Planning (No Credit)