Program Overview

This webinar will delve into the intricate relationship between financial assets and estate planning. Working with clients to effectively coordinate financial assets can assure that value is maximized and asset protection is enhanced. The webinar will review strategies to coordinate estate planning with various types of financial assets, including investments, real estate, retirement accounts, insurance, and other assets. We will discuss how to align financial assets with estate planning objectives.

You will learn to:

• Clarify estate planning essentials: Revocable Trust, Will, Powers of Attorney

• Review various financial assets and how different types of assets are best coordinated with an estate plan

• Identify techniques to ensure effective coordination of financial assets

• Identify tax considerations related to coordinating financial assets and estate planning

Featured Speaker:

Mary Vandenack, JD, ACTEC, COLPM, CAP , AEP® (Distinguished)   

Educational Level

Intermediate

CE Credits

1 CFP® credit has been applied for.
1 CPE (accounting)* credit has been applied for.
1 Professional Recertification/PRP (formerly PACE) credit has been applied for.

$5.00 fee per credit.

You must participate in the live webinar in order to earn CE credits and must be logged in to the web portion. For those requesting credits, a certificate of completion will be emailed to you about a week after the webinar, upon successful completion of the webinar. For CFP® credit, FSP/NAIFA will report your credit to the CFP Board for you after the webinar. 

*Additional CPE Info:
Prerequisite: Basic understanding of estate planning and financial planning
Advanced Preparation: None
Delivery Method: Group Internet Based
Program Level: Intermediate-Advanced

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.nasbaregistry.org. 

FSP's Refund Policy for webinars: If you are not satisfied or cancel your registration, a credit will be issued for a future program. Credits are valid for one year. For more information regarding administrative policies on complaints and refunds, please contact our office at 800-392-6900.

Registration Fee (includes live webinar, presentation material, and access to the archived program)

Interested in joining NAIFA? Click here for more information.
Interested in joining NAEPC? Click here for more information.

Registration Options

• Register online by selecting the "Register" button.
• Call NAIFA Member Experience department to register: 877-866-2432.
• Refund Policy
  

Presentation Material

Upon registration, you will receive the instructions/link via e-mail for accessing the PowerPoint presentation.

How Webinars Work

All you need to participate in a webinar is a computer with Internet access to view the live presentation. For the audio portion, you have the option of listening to the program through your computer's speakers (VOIP) or through the telephone. If you prefer not to view the Web presentation, you have the option to listen only over the phone. (Note that if you are requesting CE credits, you must be logged in to the webinar.)

Test your connectivity to GotoWebinar.

You can also join a webinar from your iPhone, iPad, or Android device. 

Program Archive

This program will be recorded and archived. All registrants will be emailed the link to the recording about a week after the webinar.

Can't attend the live webinar? Register anyway and you'll automatically be sent the recording link.

The webinar recording will also be available for access by members on the NAIFA member Website.

Program Overview

The foundation of a solid financial plan during income earning years needs to be supported by a disability income plan and life insurance. We’ll examine easy and proven educational tools that assist you in having the income protection conversation.

You will learn:

• Techniques to discuss income protection
• The business owners’ needs
• New tools that help advisors present the need and place this important coverage

Featured Speaker:

Brian Lauber, CLU, ChFC is Senior Vice President, Income Protection & Long-Term Care at Ash Brokerage. Brian started his career in the financial services industry in 1981. He has been an advisor, wholesaler, regional VP, Senior Vice President, and CMO. Brian has built national distribution for two major carriers. His passion is serving advisors in their quest to cover more working American's most important asset - their ability to earn an income. 

Educational Level

Intermediate

CE Credits

1 CFP® credit has been applied for.
1 CPE (accounting)* credit has been applied for.
1 Professional Recertification/PRP (formerly PACE) credit has been applied for.

$5.00 fee per credit.

You must participate in the live webinar in order to earn CE credits and must be logged in to the web portion. For those requesting credits, a certificate of completion will be emailed to you about a week after the webinar, upon successful completion of the webinar. For CFP® credit, FSP/NAIFA will report your credit to the CFP Board for you after the webinar. 

*Additional CPE Info:
Prerequisite: Basic understanding of financial planning
Advanced Preparation: None
Delivery Method: Group Internet Based
Program Level: Intermediate-Advanced

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.nasbaregistry.org. 

FSP's Refund Policy for webinars: If you are not satisfied or cancel your registration, a credit will be issued for a future program. Credits are valid for one year. For more information regarding administrative policies on complaints and refunds, please contact our office at 800-392-6900.

Registration Fee (includes live webinar, presentation material, and access to the archived program)

* Members still need to register as usual. 

Registration Options

• Register online by selecting the "Register" button.
• Call NAIFA Member Experience department to register: 877-866-2432.
• Refund Policy
  

Presentation Material

Upon registration, you will receive the instructions/link via e-mail for accessing the PowerPoint presentation.

How Webinars Work

All you need to participate in a webinar is a computer with Internet access to view the live presentation. For the audio portion, you have the option of listening to the program through your computer's speakers (VOIP) or through the telephone. If you prefer not to view the Web presentation, you have the option to listen only over the phone. (Note that if you are requesting CE credits, you must be logged in to the webinar.)

Test your connectivity to GotoWebinar.

You can also join a webinar from your iPhone, iPad, or Android device. 

Program Archive

This program will be recorded and archived. All registrants will be emailed the link to the recording about a week after the webinar.

Can't attend the live webinar? Register anyway and you'll automatically be sent the recording link.

The webinar recording will also be available for access by members on the NAIFA member Website.

This webinar is sponsored by the American Cancer Society

Program Overview

Life insurance is a mainstay in planning. As circumstances change, advisors and their charitable clients can appropriately value and potentially monetize policies for more than their cash surrender value. The valuation of existing policies is used by fiduciaries to protect clients’ best interests and uncover value to help solve other planning needs.

Topics to be addressed are:

• Life Settlement Market Update
• Life Insurance as an Asset
• Life Insurance Valuation
• Strategies to Maximize Life Settlement Value
• Common Charitable Success Stories
  

At the conclusion of the discussion, you will be able to:

• Identify clients who may benefit from a life settlement
• Inform eligible clients about the need to get existing life insurance appraised for fair market value before they lapse or surrender the policy
• Incorporate life settlement best practices so clients are protected and potential liability/reputational risk will be mitigate

Featured Speaker:

Jamie Mendelsohn  is the Executive Vice President of Ashar Group - a family-owned business with a national footprint. Since 2003, they have focused solely on the life settlement and life insurance policy valuation market. Ashar Group partners with financial professionals, fiduciaries, broker-dealers, and institutions serving as an independent advanced planning resource in the secondary market for life insurance. Throughout her tenure at Ashar Group, Jamie has earned the reputation of a determined client advocate. She is the go-to resource for advanced planners and fiduciaries who integrate life insurance policy valuation into their planning process. If the decision is made to sell the policy as a life settlement, she negotiates with licensed buyers on behalf of their clients. Jamie speaks nationally at financial services conferences and estate planning councils providing continuing education for both financial and insurance professionals. Jamie earned her bachelor’s and master’s degrees from the University of Florida, where she was a member of the Alpha Delta Pi sorority. She is a proud member of Women in Insurance and Financial Services. Jamie dedicates much of her time and energy to the Crohn’s and Colitis Foundation, where she serves on the board and mentors patients and families. Jamie resides in Orlando, FL, and enjoys reading, traveling, and spending time with family and friends.

Educational Level

Intermediate

 
CE Credits

1 CFP® credit has been applied for.

1 Professional Recertification/PRP credit (formerly PACE) has been applied for.

1 CLE (legal) credit has been applied for in those states that accept the webinar format for credit. 
-CLE credit is not available for: PA and RI
-The following states do not have a mandatory CLE requirement: CT, DC, MD, MA, MI, SD

1 CPE (accounting) credit has been applied.
-CPE Advanced Preparation: None
-CPE Delivery Method: Group Internet Based
-CPE Prerequisite: Basic understanding of life insurance and charitable planning
-CPE Program Level: Intermediate

-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.nasbaregistry.org. 

-FSP's Refund Policy for webinars: If you are not satisfied or cancel your registration, a credit will be issued for a future program. Credits are valid for one year. For more information regarding administrative policies on complaints and refunds, please contact our office at 800-392-6900.

Additional CE Credit Info:

$5.00 fee for CE credit processing.

You must be logged in to the live webinar in order to earn CE credits. Listening to the presentation over the phone, without also logging in to the web portion, will not qualify for credits.

Registration Fee (also includes access to the archived program)

*This webinar is free for all attendees due to the sponsorship by the American Cancer Society.

Registration Options

• Register online.
• Call NAIFA Member Experience department to register: 877-866-2432
• Refund Policy
  

Presentation Material

The PowerPoint presentation will not be provided to registrants, as per the request of the presenter. However, links to other resources (including a policy value questionnaire, articles, and success stories) will be provided.

How Webinars Work

All you need to participate in a webinar is a computer with Internet access to view the live presentation. For the audio portion, you have the option of listening to the program through your computer's speakers (VOIP) or through the telephone. If you prefer not to view the Web presentation, you have the option to listen only over the phone. (Note that if you are requesting CE credits, you must be logged in to the webinar.)

Test your connectivity to GotoWebinar.

You can also join a webinar from your iPhone, iPad or Android device. To get the GoToWebinar app:

iPhone/iPad: https://itunes.apple.com/us/app/gotowebinar/id1244921300?mt=8

Android: https://play.google.com/store/apps/details?id=com.logmein.gotowebinar&hl=en

Program Archive

This program will be recorded and archived. All registrants will be emailed the link to the recording about a week after the webinar.

Can't attend the live webinar? Register anyway and you'll automatically be sent the recording link.