Edward J. Barrett
CFP®, ChFC®, CLU®, CEBS®, RPA, CRPS®, CRPC®
Founder, President, CEO, Speaker, Trainer and Author

Educating, training and coaching
financial and insurance advisors across all channels.

About Ed

Edward J. Barrett, Nationally Renowned Speaker, Trainer and Author, is available for live, in-person presentations for your conference or private company event, in 1-hour, 2-hour or half-day formats.

For more than four decades Ed has educated, trained and coached advisors across all channels, from wirehouse to regional, to the independent broker-dealer and bank channel. He uses real-life experiences to address complex financial and insurance planning issues with a teaching style that makes learning entertaining and educational!

To view Ed’s speaker brochure, bio or Curriculum Vitae, please click on a button below.

What Advisors Say...

Top

Speaking Fees

Ed’s speaking fees are $5,000 - $10,000, in addition to; reimbursement for coach airfare on United Airlines, 1-2 nights of accommodations as necessary based on travel arrangements, parking, and ground transportation. Also, fees will vary depending on the size, timing, and location of the event. (Please note that if Ed is already booked or unavailable, we have several qualified and approved instructors available for booking.)

A 30% discount is available for associations and other non-profit organizations. Additional discounts are available for multi-event arrangements.

Schedule a “Super CE” Program

Corporations may also book Ed or another BEST instructor by scheduling a Super CE Program. Super CE is a combination of 2 approved Continuing Education (CE) courses comprised of a 1-hour instructor-led classroom course and a correspondence/self-study course that provides up to 21 hours of state insurance CE and 5 or 10 hours of professional designation CE.

Contact one of our Client Relations Specialists to learn more about our Super CE programs and how to integrate it into your organization’s professional development effort at: 1-800-345-5669 OR relations_dept@brokered.net.

Top

Publications

Course Materials:

  • “Advisor’s Guide to Medicare and Medicaid”
  • “Estate Planning”
  • “Long-Term Care Insurance”
  • “Retirement Plans for Small Businesses”
  • “The Advisor’s Guide to 401(k) Plans”
  • “The Advisor’s Guide to Annuities and Ethical Practices”
  • “The Advisor’s Guide to IRAs”
  • “The Advisor’s Guide to Retirement Planning”
  • “The Advisor’s Guide to Social Security Benefits”
  • “Understanding Social Security, Medicare and Government Benefits”

All course materials published by
EJB Financial Press, Inc.

Top


Training Programs:

  • 401(k) Primer
  • Advanced Life Insurance Strategies
  • Business Insurance Planning
  • Ethical Practices for Insurance Producers
  • IRA Beneficiary Planning
  • IRA Distribution Planning
  • IRA Planning
  • Managing Retirement Income
  • Suitability of Annuities
  • Understanding Medicare and Medicaid
  • Understanding Social Security
  • Wealth Transfer Planning

Calendar

UPCOMING SPEAKING ENGAGEMENTS

"Super CE" National & Regional Conferences

Merrill Lynch:

  • January 18-19 – Strategic Solutions Symposium,
    Chicago, IL
  • February 28-March 02 – Insurance Accreditation Program, Atlanta, GA
  • March 21-23 – Insurance Accreditation Program,
    New York, NY
  • March 27-30 – Advanced Education Symposium,
    Orlando, FL
  • April 05-07 – Insurance Accreditation Program, Chicago, IL
  • April 19-20 – Retirement Symposium, Champions Gate, FL
  • April 24-25 – Strategic Solutions Symposium,
    Boston, MA
  • May 01-04 – Advanced Education Symposium, Phoenix, AZ
  • May 23-24 – Strategic Solutions Symposium,
    Miami, FL
 
  • June 07-09 – Insurance Accreditation Program, Orlando, FL
  • June 08-09 – Strategic Solutions Symposium,
    Atlanta, GA
  • June 12-14 – Advanced Education Symposium/CGP, Orlando, FL
  • August 22-23 – Strategic Solutions Symposium,
    San Antonio, TX
  • September 11-14 – Advanced Education Symposium, Orlando, FL
  • September 25-26 – Strategic Solutions Symposium, Los Angeles, CA
  • November 13-16 – Advanced Education Symposium, Orlando, FL

Top

"Super CE" Event Photos

Event Table Setup

Event Table Setup

2017 Raymond James Conference, Orlando, FL

Event Forms Table Setup

Event Forms Table Setup

Top