The Advisors Guide to Social Insurance Programs
This course is an educational tool to help advisors through the maze of programs, rules and regulations that
affect many if not all of their aging Baby Boomer clients, their spouses and dependents. The course is broken
down into three sections to give the advisor an understanding of the various benefits of the Social Security,
Medicare and Medicaid programs.
If you are looking for an easy way to get CE credit, I recommend that you do not take this course. This course requires
you to spend up to the amount of credit hours listed by your state of reading and reviewing self-study course material prior
to attending an in-depth 1.5-hour training course, and then take an electronic exam with 50 questions
and receive a passing grade of 70% or higher, in order to receive the CE credit. (The following states require a 100 question exam:
FL, IN, MS & OH. You will receive 10 credits of CIMA/CPWA/RMA.)
INSTRUCTOR: EDWARD J. BARRETT
CFP®, CHFC®, CLU®, CEBS®,
RPA, CRPS®, CRPC®, CPFA
Founder, President and CEO of Broker Educational Sales &
Training, Inc. (BEST)
Date: Tuesday, October 13, 2020
Time: 1:00pm - 2:30pm EASTERN
Credit: Provides the maximum amount of State Insurance CE credit and 10 CE credit hours of CFP and 5 CE credit hours of CIMA/CPWA/RMA credit. 1 Electronic exam. 2
Fee: $54.00 (USD)
NO credit will be received for attending the webinar.
- $54.95 for the event.
- State Insurance filing fees if applicable.
- $10.00 per certificate for CFP®, CIMA/CPWA or other professional designations.