| Name |
CPE Credits |
CFP Credits |
Description |
Annuities
Price : $44.95
Updated ! ! !
CFP  |
|
15 |
Annuities examines the annuity concept and explains what an annuity is and how it works. The mechanics of the accumulation, payout phases, settlement options, annuity taxation, Federal income tax treatment of premature withdrawals, lump-sum distributions, periodic payments and their appropriate uses are covered. Different annuity contracts are discussed and compared with respect to client suitability, with particular emphasis on variable and fixed annuities which are reviewed in terms of single vs. periodic premium, immediate vs. deferred, qualified vs. non-qualified, and settlement options. |
Designing Qualified Plans to Meet Employer Objectives
Price : $44.95
Updated ! ! !
CFP |
|
15 |
Designing Qualified Plans to Meet Employer Objectives introduces students to the elements of qualified plan design to meet the needs of business owners. It discusses qualified plan design issues as they apply to both large and small companies. The emphasis, however, is on small company plans—specifically, qualified plans for those employers who have fewer than 25 employees. |
Nonqualified Plans
Price : $44.95
Updated ! ! !
CFP |
|
15 |
The course examines four popular nonqualified selective benefit plans being sold in the marketplace: split dollar plans, executive bonus plans, deferred compensation plans and group carve-out plans. It examines the considerations that are relevant to establishing nonqualified plans, economic and tax issues, and financial products generally preferred in their funding. It looks at the tax treatment given the various plans and specifically addresses the tax rules surrounding split dollar plans. |
Estate Tax Planning
Price : $29.95
CFP |
|
11 |
Estate Tax Planning examines the various aspects of planning for the estate tax liability. The course begins with a discussion of the genesis of estate taxation in English common law and continues with an examination of the estate and its administration. The Estate and its Administration, Federal Gift and Estate Taxes, Common Estate Planning Trusts,
Calculating Federal Estate Taxes, State Death Taxes, Estate Tax Payment.
|
Ethical Considerations in Selling to Seniors
Price : $29.95
CFP |
|
10 |
Ethical Considerations in Selling to Seniors teaches students to identify ethical concerns when working with seniors at each step of the sales process: the approach; the opening and fact-finding interview; presenting a proposal to the prospect or client; and implementing and following up if the client purchases a product or service. Special emphasis is placed on advertising, sales proposals and other business communications such as brochures, flyers and electronic communications. In addition, students learn how to present themselves and their professional credentials in an ethical manner. |
Personal Life Insurance Planning (CPE)
Price : $44.95
Updated ! ! !
QAS
Registry
CFP |
4.5 |
3 |
Personal Life Insurance Planning is divided into six lessons that include the following:
1. An Introduction to Human Life Value and Needs Analysis
2. Gathering Client Information
3. Identifying & Calculating Lump-sum Needs at Death
4. Social Security Survivor Benefits
5. Identifying Survivor Income Needs at Death
6. Calculating Survivor Income Needs at Death
Students learn the type of client data needed and how to build client rapport and create trust. The various lump-sum cash needs at the death of a breadwinner are identified, and guidelines are provided that enable students to recommend life insurance in amounts that fully protect their clients. The surviving family’s income needs are examined, and the students learn how to calculate adequate survivor income and the life insurance needed to provide that income. Social Security survivor benefits are discussed, including the Child’s benefit, the Mother’s or Father’s benefit, and Widow’s and Widower’s benefit. |
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