Attend Our Complimentary Live Webinar:

Advanced Planning Life Insurance Strategies

Date: Tuesday, November 20, 2018
(See a list of future webinar dates/times below.)

Time: 3:45pm - 4:45pm ET

Credit: 1-hour of CE Credit for CFP®, CIMA® and CPWA® professionals* 
(This webinar does NOT include state insurance credit.)


This live webinar was designed to give financial and insurance professionals a guide to three advanced planning life insurance strategies.

Learning Objectives:

During this webinar, Ed will provide an overview of the Advanced Planning Life Insurance Strategies. This overview will allow advisors to:

  • Recognize the importance of life insurance as part of a holistic financial plan
  • Distinguish the myths of Buying Term and Invest the Difference
  • Identify the features and benefit of permanent life insurance vs. term life insurance
  • List the purpose and benefits of the Spousal Lifetime Access Trust
  • Outline the steps in setting up a SLAT with the leverage of life insurance
  • Describe the IRA Pension Rescue using Life Insurance

Expert Presenter:

Edward J. Barrett, Founder, President and CEO of Broker Educational Sales & Training, Inc. (BEST) has for more than four decades 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 planning issues with a teaching style that makes learning entertaining and educational!

NOTE: If your company's site blocks access to GoToWebinar, please use a non-work related device, such as a personal computer, laptop, tablet, iPad or smartphone. Also, do NOT use your company’s internet or Wi-Fi to connect.


LIVE EVENT ONLY: This webinar has been approved for one (1) CE credit hour for CFP®/CIMA®/CPWA®. If you provided your CFP®/CIMA®/CPWA® information at registration, BEST will report the completed credit on your behalf within 5 business days of this live webinar. Please be aware that you must view the event for a minimum of 50 minutes in order to be granted credit. For more information, please contact (Credit is ONLY for the advanced designations listed above. It does NOT include state insurance credit.)

As regulated by the CFP Board and the Investments & Wealth Institute (formerly IMCA), advisors must be logged into and viewing the video/presentation NOT just listening to the audio in order to receive credit. Unfortunately, some companies block GoToWebinar and advisors are not able to view the presentation.

The only work-around that seems to be effective is to use a NON-WORK related device that is NOT connected via the company’s internet or wifi such as a personal:

  • Computer
  • Laptop
  • Tablet
  • iPad
  • Smartphone

Upcoming Complimentary Webinars

Topic Date Time
Suitability of Annuities 01/29/2019 3:45PM 4:45PM ET
TBD 02/26/2019 3:45PM 4:45PM ET
TBD 03/19/2019 3:45PM 4:45PM ET

NOTE: Dates and times are subject to change.

Need to complete your 2-hour CFP Ethics requirement? Check out our CFP Ethics webinar by clicking on the button below: