Continuing education offerings
Our thought leadership and continuing education offerings are designed to help you deepen your client relationships by being well-informed about the subjects they care about.
We offer live courses to help you meet your continuing education needs.
Our live webinars can be used for both state insurance and designation credit hours. See below for session details.
Planning for legacy, estate and wealth transfer
Helping clients prepare to age with dignity
Credit hours: 1 | Not available for state insurance credit
Intended for CFP, CIMA, CLU, ChFC, CRPC, CRPS
Offering holistic guidance to clients is more than just putting a plan in place. It's key to working with clients about planning for the process of aging with dignity and understanding the risks that come with longevity, all while remaining vigilant with wealth management and retirement plans.
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Legacy Essentials: How you can help clients realize wealth transfer goals
Credit hours: 1 | Not approved in CA, MO, NV, NJ, TX, VA, WA
Intended for CFP, CIMA,CLU, ChFC, CRPC, CRPS
Approaching the wealth transfer conversation with clients can be a difficult subject to tackle but a needed element of future planning. This session will help you identify steps you can take to help your clients achieve their most meaningful goals.
Planning for a Smooth Business Transition
Credit hours: 1 | Not approved in: VA & NJ
Intended for CFP, CPE. CLU/ ChFC & CIMA
This course will help financial advisors and CPAs work with business owner clients on succession planning for their business. Owners often struggle with the emotional decisions & enormity of succession planning, which results in procrastination and paralysis.
May 07, 2024
Planning for health care costs and longevity
The best possible client experience in the last phase of retirement
Credit hours: 1
Intended for CFP, CIMA, CLU, ChFC
Your clients’ need for long-term care may increase as they age in retirement. This CE presentation prepares you to have this delicate conversation with clients and to offer solutions that help them plan for a more secure financial future.
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Health care: Plan for costs in retirement
Credit hours: 1 | See Registration Page
Intended for CFP, CIMA, CLU, ChFC
Are you able to meet the expectations of clients who want your guidance regarding Medicare and health care costs in retirement? In this CE presentation, learn how to set yourself apart with our value-added content.
The convergence of health & wealth: Health savings accounts for retirement and health care planning
Credit hours: 1 | Approved in all states
Intended for CFP, CIMA, CLU, ChFC
A health savings account (HSA) can be a powerful savings vehicle for clients to use toward health care costs in retirement. Learn about the key characteristics of HSAs and the tax-preferred treatment of the assets invested.
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Medicare: What you need to know when your clients ask for help
Credit hours: 1 | Not approved in: NJ
Intended for CFP, CIMA, CLU, ChFC, CRPC, CRPS
This presentation boosts your knowledge of Medicare coverage and costs — without requiring you to become an expert. Discover how your clients' Medicare eligibility provides opportunities for you, and how you can plan ahead for the impact to their retirement income.
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Planning for retirement savings and income
Tax-efficient retirement income: A basic tax overview
Credit hours: 1 | Not approved in: AK, CA, GA, HI, MO, NJ, OK, TX, WA
Intended for CFP, CIMA, CLU, ChFC, CRPC, CRPS
Most investors save for retirement with a 401(k), 403(b) or other tax-deferred account, which may result in a hefty tax bill or higher tax bracket for your clients when they withdraw income — especially at age 72, when RMDs begin. This course reviews tax basics and discusses the importance of having tax flexibility among various investments and accounts.
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Tax-efficient retirement income: Planning opportunities and sequencing strategies
Credit hours: 1 | Not approved in: HI, NJ, TX, VA, WA
Intended for CFP, CIMA, CLU, ChFC, CRPC, CRPS
This course will discuss planning opportunities to reduce the impact of taxes on your client's retirement income, such as net unrealized appreciation, HSAs, Roth conversions and qualified charitable deductions. We'll also cover case studies that demonstrate how the order of withdrawals can impact the longevity of a retirement income plan.
Roth IRA Conversion Considerations
Credit hours: 1 | Not approved in: CA, CO, NV, NJ, OK, VA & WA
Intended for CFP, CIMA, CLU, ChFC, CRPC, CRPS
To Roth or not to Roth: That is the question we address in this CE webinar. This course addresses the challenges of large traditional IRAs, how a Roth can benefit retirees with tax-free retirement income, and other factors to consider before making a conversion.
April 23, 2024
Social Security: The choice of a lifetime
Credit hours: 1
Intended for CFP, CIMA, CLU, ChFC, CRPC, CRPS
Don't risk losing a client due to lack of Social Security knowledge. In this CE presentation, we'll focus on the Social Security rules you should know and discuss integrating your client's Social Security decision into a comprehensive retirement income plan.
April 10, 2024
Registered index-linked annuities
Credit hours: 1 | Approved in all states
Intended for CFP, CIMA, CLU, ChFC
In this course, we'll examine the various designs of protection components within registered indexed-link annuities (RILAs). Round out your knowledge of RILAs with an overview of their history and how they compare to other types of annuity products.
Understanding of LTC Tax Advantages and Tax Reporting
Credit hours: 1 | See registration page
Intended for CFP, CIMA, CLU, ChFC, CRPC, CRPS
Attend this presentation to find out how LTC benefits can be tax-free, based on either a set daily amount or the actual costs incurred. Learn about the tax advantages and HSA eligibility of regular LTC policies, discover potential deductions for business owners, and get tips on simplified tax reporting, covering linked benefit policies and rules for policy exchanges.
The nonqualified annuity stretch
Credit hours: 1 | See registration page
Intended for : CFP, CIMA, CLU, ChFC, CRPC, CRPS
Learn how the Nonqualified Annuity Stretch helps you delay taxes, transfer assets more efficiently, manage distributions strategically, and become a crucial part of planning for the future. It also supports long-term planning and allows you to help your clients leave a lasting legacy for their heirs.
Avoiding Common Annuity Mistakes
Credit hours: 1 | Not approval in: GA, OK, MD & SC
Intended for CFP, CPE, CLU/ChFC, CIMA
This course will teach insurance agents, financial professionals and CPAs how to avoid some of the common nonqualified annuity mistakes.
April 18, 2024
Advanced concepts in NQDC plans
Credit Hours: 1 | Not approved in: AK, HI, TX and VA
Intended for CFP, CPE. CLU/ ChFC & CIMA
An in-depth look at the primary features of a nonqualified deferred compensation plan, Code section 409A rules and restrictions, design consideration and informal financing options.
May 09, 2024
Cash Balance Plans in the Retirement Planning Market
Credit Hours: 1 | Not approved in: OK, TX, VA and WA
Intended for ASPPA, CFP, CPE. CLU/ ChFC & CIMA
A brief history of qualified plans and how the growth of defined contribution salary deferral plans impacted the development of cash balance plan; what a cash balance plan is; key features of cash balance plans; what types of businesses are best suited to establish a cash balance plan; how to set up such a plan; and a case study showing a snapshot of how cash balance plan contributions might look from a sample professional services firm.
May 14, 2024
Extended audiences
Special considerations for black clients' financial futures
Credit hours: 1 | Not approved in: NJ - Pending in: HI
Intended for CFP, CIMA, CLU, ChFC, CRPC, CRPS
Understanding the historical and current considerations of your Black clients will help you draft personalized retirement plans that take on a more holistic framework. The first step is understanding the impacts of historical financial discrimination and how this has helped shape the current state of financial affairs. From this understanding, you can better prepare planning conversations around retirement, Social Security, healthcare and long-term care to better prepare this generation, and the next.
Special considerations for hispanic clients
Credit hours: 1 | Not approved in: CT, GA, HI, NJ, TX
Intended for CFP, CIMA, CLU, ChFC, CRPC, CRPS
Your Hispanic clients deserve custom planning considerations that address their unique situations and solve for their retirement planning needs. This session provides relevant Hispanic consumer insights that may frame the way you think about, and plan with, your growing Hispanic client roster.
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Special considerations for LGBTQ client’s financial futures
Credit hours: 1 | Not approved in: AK, HI, NJ, OK & TX
Intended for CFP, CIMA, CLU, ChFC, CRPC, CRPS
LGBTQ professionals are a growing client segment in financial services. These clients may have special considerations a financial professional should take into account when talking to them about choices they make around current finances, as well as short and long-term financial goals. This course will provide insights into working with LGBTQ clients and highlight those considerations that may differentiate the analysis and guidance that is typically provided.
June 18, 2024
Women and Retirement - The XX factor: How to future-proof your advisory business by better serving women
Credit hours: 1 | Not approved in: AK, NH, TX
Intended for CFP, CIMA, CLU, ChFC
As they prepare for and live in retirement, women are faced with unique challenges related to Social Security, health care and long-term care. Explore the changing landscape within this demographic and walk away with actionable insights to better serve your female clients and strengthen your advisory business.
Avoiding beneficiary designation mistakes
Credit hours: 1 | Not approved in: CA, MO, NV, NJ, TX, VA and WA
Intended for CPF, CIMA, CLU, ChFC, CRPC, CRPS
To avoid beneficiary designation mistakes, it is crucial to thoroughly understand the contractual details, coordinate with the client's overall planning, consider tax implications, and align the designations with the client's specific goals and preferences. This presentation covers a comprehensive approach that ensures accurate and effective beneficiary designations in line with the client's wishes and broader financial strategy.