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.)


Summary:

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.

*CE CREDIT INFORMATION:

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 marketing@best-ce.com. (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: