Continuing education webinars

Designation Credit Only: 1 Hour 
Intended for CFP, CFA, CLU, ChFC, RICP & CFFP

When evaluating investment strategies, it’s important to consider more than just the rate of return. This presentation explores the 4 Ts of investing: Time, Type, Tax and Timing using variable annuities and non-qualified taxable accounts as examples. By examining fees, accumulation and decumulation phases, tax rates and tax efficiency, you’ll have a greater understanding of how these factors impact after-tax returns and overall investment performance.

Credit hours: 1 | Not approved in: CA, MT, NV, NJ & VA
Intended for CFP, CPE, CLU, ChFC & CIMA

The course discusses the shortfalls of common approaches to retirement income planning (such as the 4% Rule) in that some strategies lack the level of personalization many clients desire. Alternative strategies (such as bucketing or an income floor approach) provide for greater levels of personalization, solving for each individual s unique projected spending needs and personal preferences for guaranteed income in retirement.

Credit hours: 1 | Not Approved in: NJ, DC
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.

Credit hours: 1 | Not approved in: NV, NJ, OK
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.

Credit hours: 1
Intended for CFP, CIMA, CLU & CHFC

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.

Credit hours: 1
Intended for CFP, CIMA, CLU & CHFC

This presentation will examine the use of annuity contracts in trusts and the interaction of annuity riders and the duties and powers that can be exercised by the trustee.

Credit hours: 1 | Not approved in: NJ, OK, SC, VA & WA
Intended for CFP, CLU, ChFC & CIMA

This presentation will examine the current and updated tax rates for individuals, estates and gifts. Tax planning tips are added to reduce ultimate taxes to be paid.