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TABLE OF CONTENTS |
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BEST PROGRAMS |
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FEATURED
BOOK |
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Unveiling the Retirement Myth by Jim C. Otar is a fresh and thorough look at retirement planning, based on 109 years of market history. Extensive research using real data from 1900 to 2008 reveals that many of the current income strategies and assumptions are faulty.
This book is approved for state insurance CE, CFP®, CIMA and other advanced designations. To order this self-study course, call
1-800-345-5669.
Need more CE? Visit us at
www.best-ce.com.
(Use Promo Code
NLEM when ordering.) |
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QUOTE OF THE MONTH |
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"Academic qualifications are important and so is financial education. They're both important and schools are forgetting one of them."
~ Robert Kiyosaki |
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SUBSCRIPTION |
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To continue receiving our CE
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Archived Newsletters. |
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CONTACT BEST |
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E-mail:
info@best-ce.com
Phone:
1-800-345-5669
Address:
7137 Congress Street
New Port
Richey, FL 34653 |
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Breaking News
Taxorama: 7 changes on the docket - By Jeanne Sahadi, Senior Writer
January 17, 2010: 2:01 PM ET.
NEW YORK (CNNMoney.com) -- Everybody's angry at banks. Federal deficits are wide and need addressing. And the President and Congress are starting to map out next year's budget. -
Read More
Ethics
A Gentle Reminder - Ethics training is important, even if you’re sure you always do the right thing. - By Richard J. Gladney, June 2007 © Advisor Today 2010. All rights reserved.
We all understand the word ethics. It’s right or wrong, black or white, right? But ours is an industry constantly open to temptation.
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Long Term Care
New (and favorable) long term care rules.
- By Tom Riekse Jr. January 1, 2010
© Copyright 2010 Boomer Market Advisor Magazine. A Summit Business Media publication. All Rights Reserved.
Effective in January of this year, tax rules for various types of Life/Long-Term Care and Annuity/Long-Term Care plans will change and allow more favorable treatment for payment of riders and benefits. You can expect many carriers to offer new products, which are sometimes called combination, linked or asset-based products. Here are six questions and answers to help navigate the new long-term care planning options:
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Compliance
How sales prevention saves us.
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By Loyall Wilson, senior vice president and chief compliance officer with Securian Financial Services Inc. January 1, 2010.
Advisors often refer to their broker/dealer’s compliance department as the sales prevention department. They’re all too happy to share stories about potential sales that were quashed for compliance-related issues with which they disagree. -
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The Roth Conversion Benefit No One Understands
You’ve read articles about the advantages of a Roth conversion, but none that explain this key benefit. -
By Kaye A. Thomas, author of Go Roth!, published on Fairmark.com January 26, 2010. A publication of Fairmark Press Inc.
© Copyright Kaye A. Thomas 1997-2010.
Roth conversions can produce benefits for many people, but few recognize just how great the advantage can be for wealthy individuals. A Roth conversion can increase the future tax benefits they get from their retirement savings by more than 50% — and that’s before taking into account elimination of required minimum distributions. Oddly enough, the biggest potential benefit of a Roth conversion is the one that is most often overlooked. -
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CFP CE Requirements
CFP® Certificants
To view CFP CE hour requirements, click on the link below. -
View CFP CE Hour Requirements.
State CE Requirements
Delaware & Illinois CE requirements due early 2010
According to the Insurance Commissioner of the State of
Delaware, producer continuing education credits are due February 28, 2010. -
Click here to view your state's requirements.
Effective January 1, 2010, all Illinois resident producers who will renew on or after January 1, 2010 will be required to complete 24 hours of CE; three (3) of the 24 hours must consist of classroom ethics. -
Click here to view your state's requirements.
To assist you in completing Long-Term Care requirements, simply go to
www.bestonlinecourses.com/ltc and select the courses you need
for your state.
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BEST Super CE Program
Illinois Ethics - Classroom. -
Instructor, Edward J. Barrett CFP®, ChFC®, CLU, CRPC®, CEBS®, RPA.
BEST Super CE Programs consist of a Classroom course and a Correspondence/Self-study course to provide maximum CE credits. All courses are also approved for other professional designations, such as CFP®, CIMA, CRPC®, CRPS®, CLU, and ChFC®.
Classes will be held at Chicago's O’Hare Marriott on Thursday, March 25, 2010. Morning Class: 8:30AM - 11:30AM / Afternoon Class: 2:00PM - 5:00PM.
Don't delay, classes are filling up quickly! To register call us at
1-800-345-5669 or
Register online.
Free Downloads
BEST 2010
Financial Data Key
Our 2010 Financial Data Key includes valuable 2010
tax information such as Individual Income, Estate and
Gift Tax Rates that you can access quickly and easily. -
Click here to download and/or print the
Data Key.
For more
detailed tax information, please download our Free 2010 Pocket Tax
Guide at
BEST 2010 Pocket Guide.
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