Continuing Education (CE) Webinars for CFP® Professionals

Fulfill continuing education requirements to maintain your CFP® certification by attending engaging live webinars. Choose from approximately 13 live webinars that:

  • Are approved for CFP® certification CE
  • Combine the benefits of live instruction with the convenience of online study
  • Are led by instructors with years of financial and insurance industry experience
  • Contain information and insights that can be immediately applied to your practice

If you hold a professional designation through the College for Financial Planning® —a Kaplan Company, our live CE webinars can also help satisfy the 16 continuing education credits required every two years to maintain authorized use of your designation.

Note: These webinars do not provide state insurance CE. If you would like to select webinars that are approved for insurance CE instead, you must first select your state.

Select Your Live CE Webinar

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Showing 10 of 158 Webinars

Medical Assistance Eligibility and the Long-Term Care Partnership Program (4 hour), 2nd Edition, 3rd Revision (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

This class satisfies the mandatory 4-hour ongoing training for Minnesota long-term care producers. Agents who completed the 8-hour initial training for long-term care producers are required to complete a mandatory 4-hour ongoing training course within 24 months of the initial training. Get the latest information and updates to the Minnesota Long-Term Care Partnership Program.

 

Medicare and Medicare Supplements: Closing the Coverage Gap, 3rd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

With increased life expectancy, it's likely that individuals will be enrolled in Medicare longer than expected. Yet Medicare has significant gaps in coverage that can put assets at risk. This class reviews Medicare Parts A-D, the coverage gaps, and Medicare supplements. The course discusses Medicare Select Plans, Medicare Advantage Plans, as well as the impact of the Affordable Care Act. Medicare riders and the use of HSAs are examined. Participants will leave with a better understanding of Medicare eligibility, the original Medicare Plan, what services are not covered by Medicare, and how to close the Medicare coverage gaps. 

Social Security: Now and the Future? 3rd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

According to studies and reports that measure the preparedness for retirement, retirees over the next several years will depend heavily on Social Security Retirement benefits. As such, there will be increased pressure on financial professionals to understand the retirement benefits that Social Security will provide and to integrate these benefits into clients' retirement plans.  After a brief review of the history and development of Social Security, the course will provide in-depth discussion of all Social Security benefits, with specific emphasis on retirement and survivors benefits for eligible workers, their spouses, widows and widowers, and divorced spouses.  The course will also examine the implications of collecting retirement benefits early as well as delaying retirement benefits.  In addition, the course will cover basic benefits and recent changes to the Medicare benefit system.

Retirement Planning Strategies, 1st Edition, Revised (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

Today's retirement planning must address many dimensions and cover many needs: health care and health insurance; income and asset distribution; Social Security; and, unlike the retirement plans of years ago, continued wealth accumulation. Understand the financial concerns facing retirees, identify the products and services that would help meet those concerns, and review the ethics and market conduct requirements of serving the senior market. This class is critical as you help your clients manage their assets in retirement.

The Ins and Outs of Group Insurance, 2nd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

This course helps insurance agents understand how group insurance works, how group insurance and employee benefits serve both the employer and employees, and how group insurance interfaces with other sources of insurance protection. The course provides an overview of group life, health, disability, and long term care insurance, as well as a review of Section 125 plans. Also addressed is the manner in which group insurance interacts with workers' compensation benefits, individual insurance coverages, Social Security benefits, and other group insurance coverage that may be carried by a spouse or domestic partner.

Understanding IRAs - Products, Distributions, and Strategies, 1st Edition, 2nd Revision (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

With the retirement of the "baby boomers" well underway, understanding the options and the requirements under the laws, rules and regulations governing IRAs is becoming even more important. This course will review the features and benefits of IRA plans and the relative advantages and disadvantages of different types of IRAs and different IRA strategies. The course will place particular emphasis on distribution options and requirements, understanding transfers and rollovers under the new rules, and IRA conversions.

Life Insurance and Annuities: The Effects of Income and Estate Taxation, 2nd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

Most insurance and financial professionals understand the basic taxation principles regarding cash value build-up and the death benefits in life insurance and annuity contracts. Often overlooked, however, are specific rules, exceptions and conditions that may either expand or restrict the tax benefits. This course will cover how life insurance and annuities can deliver income tax benefits, issues that can cause contracts to lose their tax favored status, special tax rules for business owned life insurance policies and rules regarding tax-free exchanges. The course will also address estate taxation of life insurance and annuities.

Beneficiary Designations - Getting it Right (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

Who gets the money? A few small words can have enormous consequences, so it’s critical to be sure that beneficiary designations are done correctly. All too often the beneficiary designation is taken lightly or done with insufficient understanding of the potential problems, particularly in increasingly common situations involving blended families. In this course attendees will learn how to be sure that the beneficiary designations reflect the owners’ intention and avoid land mines that can result in funds going to the wrong person and adverse tax and probate consequences. The course will cover individual beneficiaries, minor beneficiaries, trust beneficiaries, per stirpes beneficiaries and beneficiaries for business plans. Life insurance, annuities, and retirement plans will be addressed.

Disability Income Insurance: Safeguarding Your Future (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

The information in this course is designed to help insurance agents recognize the probabilities of disability, the potential losses resulting from disabilities, and the need for disability income protection. The course will also help insurance agents understand individual disability income insurance as well as other sources of disability income protection such as social security, group disability income protection, and salary continuation plans. This course will address various business loss exposures and applications of disability income insurance to address these exposures. Lastly, the course will address taxation of individual disability income insurance and related options.

Insurance Planning for Seniors, 2nd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

The information in this course is designed for your senior clients with financial peace of mind during their senior years as they plan for their financial future. The course will address their risk management, how to deal with inflation, proper retirement plan distributions, an overview of their social security benefits, also how to analyze their retirement income, investing those retirement assets for the senior market. Lastly, the course will address taxation and market conduct in the senior market, with key resources to assist.

Life Insurance: The Basics and Then Some, 2nd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

With its many components and options, few financial services products offer the range and flexibility of life insurance for both business and personal planning. In this course, agents explore the types of policies and provisions within the products. You will review the fundamentals of life insurance, policy terms and designs, loans and withdrawals, underwriting and more.

Medicare and Medicare Supplements: Closing the Coverage Gap, 3rd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

With increased life expectancy, it's likely that individuals will be enrolled in Medicare longer than expected. Yet Medicare has significant gaps in coverage that can put assets at risk. This class reviews Medicare Parts A-D, the coverage gaps, and Medicare supplements. The course discusses Medicare Select Plans, Medicare Advantage Plans, as well as the impact of the Affordable Care Act. Medicare riders and the use of HSAs are examined. Participants will leave with a better understanding of Medicare eligibility, the original Medicare Plan, what services are not covered by Medicare, and how to close the Medicare coverage gaps. 

Social Security: Now and the Future? 3rd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

According to studies and reports that measure the preparedness for retirement, retirees over the next several years will depend heavily on Social Security Retirement benefits. As such, there will be increased pressure on financial professionals to understand the retirement benefits that Social Security will provide and to integrate these benefits into clients' retirement plans.  After a brief review of the history and development of Social Security, the course will provide in-depth discussion of all Social Security benefits, with specific emphasis on retirement and survivors benefits for eligible workers, their spouses, widows and widowers, and divorced spouses.  The course will also examine the implications of collecting retirement benefits early as well as delaying retirement benefits.  In addition, the course will cover basic benefits and recent changes to the Medicare benefit system.

Retirement Planning Strategies, 1st Edition, Revised (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

Today's retirement planning must address many dimensions and cover many needs: health care and health insurance; income and asset distribution; Social Security; and, unlike the retirement plans of years ago, continued wealth accumulation. Understand the financial concerns facing retirees, identify the products and services that would help meet those concerns, and review the ethics and market conduct requirements of serving the senior market. This class is critical as you help your clients manage their assets in retirement.

The Ins and Outs of Group Insurance, 2nd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

This course helps insurance agents understand how group insurance works, how group insurance and employee benefits serve both the employer and employees, and how group insurance interfaces with other sources of insurance protection. The course provides an overview of group life, health, disability, and long term care insurance, as well as a review of Section 125 plans. Also addressed is the manner in which group insurance interacts with workers' compensation benefits, individual insurance coverages, Social Security benefits, and other group insurance coverage that may be carried by a spouse or domestic partner.

Beneficiary Designations - Getting it Right (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

Who gets the money? A few small words can have enormous consequences, so it’s critical to be sure that beneficiary designations are done correctly. All too often the beneficiary designation is taken lightly or done with insufficient understanding of the potential problems, particularly in increasingly common situations involving blended families. In this course attendees will learn how to be sure that the beneficiary designations reflect the owners’ intention and avoid land mines that can result in funds going to the wrong person and adverse tax and probate consequences. The course will cover individual beneficiaries, minor beneficiaries, trust beneficiaries, per stirpes beneficiaries and beneficiaries for business plans. Life insurance, annuities, and retirement plans will be addressed.

Understanding Indexed Annuity and Life Insurance Contracts (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

The growth in popularity of indexed insurance products, specifically fixed indexed annuities and fixed indexed life insurance policies, has been dramatic. While these products are considered fixed contracts, the interest that is credited to these products is based on the performance of an external financial index. The basic concepts of these products may seem simple, but they are among the most complex of all insurance products. To many, they fall in the middle of the risk spectrum, between traditional fixed annuities and life insurance policies and variable annuities and variable life insurance policies. This course will explain how these products compare and contrast with their fixed counterparts. The course will also cover in detail different interest crediting methods and design characteristics of the indexed product, and the important suitability and market conduct issues related to these products.

Understanding IRAs - Products, Distributions, and Strategies, 1st Edition, 2nd Revision (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

With the retirement of the "baby boomers" well underway, understanding the options and the requirements under the laws, rules and regulations governing IRAs is becoming even more important. This course will review the features and benefits of IRA plans and the relative advantages and disadvantages of different types of IRAs and different IRA strategies. The course will place particular emphasis on distribution options and requirements, understanding transfers and rollovers under the new rules, and IRA conversions.

Retirement Planning Strategies, 1st Edition, Revised (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

Today's retirement planning must address many dimensions and cover many needs: health care and health insurance; income and asset distribution; Social Security; and, unlike the retirement plans of years ago, continued wealth accumulation. Understand the financial concerns facing retirees, identify the products and services that would help meet those concerns, and review the ethics and market conduct requirements of serving the senior market. This class is critical as you help your clients manage their assets in retirement.

The Ins and Outs of Group Insurance, 2nd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

This course helps insurance agents understand how group insurance works, how group insurance and employee benefits serve both the employer and employees, and how group insurance interfaces with other sources of insurance protection. The course provides an overview of group life, health, disability, and long term care insurance, as well as a review of Section 125 plans. Also addressed is the manner in which group insurance interacts with workers' compensation benefits, individual insurance coverages, Social Security benefits, and other group insurance coverage that may be carried by a spouse or domestic partner.

Understanding Indexed Annuity and Life Insurance Contracts (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

The growth in popularity of indexed insurance products, specifically fixed indexed annuities and fixed indexed life insurance policies, has been dramatic. While these products are considered fixed contracts, the interest that is credited to these products is based on the performance of an external financial index. The basic concepts of these products may seem simple, but they are among the most complex of all insurance products. To many, they fall in the middle of the risk spectrum, between traditional fixed annuities and life insurance policies and variable annuities and variable life insurance policies. This course will explain how these products compare and contrast with their fixed counterparts. The course will also cover in detail different interest crediting methods and design characteristics of the indexed product, and the important suitability and market conduct issues related to these products.

Understanding IRAs - Products, Distributions, and Strategies, 1st Edition, 2nd Revision (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

With the retirement of the "baby boomers" well underway, understanding the options and the requirements under the laws, rules and regulations governing IRAs is becoming even more important. This course will review the features and benefits of IRA plans and the relative advantages and disadvantages of different types of IRAs and different IRA strategies. The course will place particular emphasis on distribution options and requirements, understanding transfers and rollovers under the new rules, and IRA conversions.

Beneficiary Designations - Getting it Right (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

Who gets the money? A few small words can have enormous consequences, so it’s critical to be sure that beneficiary designations are done correctly. All too often the beneficiary designation is taken lightly or done with insufficient understanding of the potential problems, particularly in increasingly common situations involving blended families. In this course attendees will learn how to be sure that the beneficiary designations reflect the owners’ intention and avoid land mines that can result in funds going to the wrong person and adverse tax and probate consequences. The course will cover individual beneficiaries, minor beneficiaries, trust beneficiaries, per stirpes beneficiaries and beneficiaries for business plans. Life insurance, annuities, and retirement plans will be addressed.

Estate Planning Techniques: Understanding Trusts, Buy-Sell Agreements, and Special Planning Considerations, 1st Edition, Revised (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

Explore a wide range of strategies that can be used during life and after the decedent's death to accomplish estate planning objectives. This class reviews several types of trusts, the tax implications of placing property in a trust, and special planning considerations for married and non-married couples. Students will discover how buy-sell agreements can facilitate the continuation of a business and create estate liquidity, and how to use powers of attorney and advance medical directives to deal with incapacity.

Financial Strategies to Achieve Client Objectives, 3rd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

Increase your knowledge and understanding of the issues and tools involved in helping individuals accumulate and preserve financial assets. Special attention is paid to understanding client needs and goals at various stages in life, and understanding the strategies, products, and techniques to help the client achieve their goals and objectives. Specific focus will include determining needs and objectives; saving and accumulation techniques; risk and risk management; and asset allocation.

Insurance Planning for Seniors, 2nd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

The information in this course is designed for your senior clients with financial peace of mind during their senior years as they plan for their financial future. The course will address their risk management, how to deal with inflation, proper retirement plan distributions, an overview of their social security benefits, also how to analyze their retirement income, investing those retirement assets for the senior market. Lastly, the course will address taxation and market conduct in the senior market, with key resources to assist.

Life Insurance: The Basics and Then Some, 2nd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

With its many components and options, few financial services products offer the range and flexibility of life insurance for both business and personal planning. In this course, agents explore the types of policies and provisions within the products. You will review the fundamentals of life insurance, policy terms and designs, loans and withdrawals, underwriting and more.

Medicare and Medicare Supplements: Closing the Coverage Gap, 3rd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

With increased life expectancy, it's likely that individuals will be enrolled in Medicare longer than expected. Yet Medicare has significant gaps in coverage that can put assets at risk. This class reviews Medicare Parts A-D, the coverage gaps, and Medicare supplements. The course discusses Medicare Select Plans, Medicare Advantage Plans, as well as the impact of the Affordable Care Act. Medicare riders and the use of HSAs are examined. Participants will leave with a better understanding of Medicare eligibility, the original Medicare Plan, what services are not covered by Medicare, and how to close the Medicare coverage gaps. 

Social Security: Now and the Future? 3rd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

According to studies and reports that measure the preparedness for retirement, retirees over the next several years will depend heavily on Social Security Retirement benefits. As such, there will be increased pressure on financial professionals to understand the retirement benefits that Social Security will provide and to integrate these benefits into clients' retirement plans.  After a brief review of the history and development of Social Security, the course will provide in-depth discussion of all Social Security benefits, with specific emphasis on retirement and survivors benefits for eligible workers, their spouses, widows and widowers, and divorced spouses.  The course will also examine the implications of collecting retirement benefits early as well as delaying retirement benefits.  In addition, the course will cover basic benefits and recent changes to the Medicare benefit system.

Retirement Planning Strategies, 1st Edition, Revised (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

Today's retirement planning must address many dimensions and cover many needs: health care and health insurance; income and asset distribution; Social Security; and, unlike the retirement plans of years ago, continued wealth accumulation. Understand the financial concerns facing retirees, identify the products and services that would help meet those concerns, and review the ethics and market conduct requirements of serving the senior market. This class is critical as you help your clients manage their assets in retirement.

The Ins and Outs of Group Insurance, 2nd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

This course helps insurance agents understand how group insurance works, how group insurance and employee benefits serve both the employer and employees, and how group insurance interfaces with other sources of insurance protection. The course provides an overview of group life, health, disability, and long term care insurance, as well as a review of Section 125 plans. Also addressed is the manner in which group insurance interacts with workers' compensation benefits, individual insurance coverages, Social Security benefits, and other group insurance coverage that may be carried by a spouse or domestic partner.

Life Insurance and Annuities: The Effects of Income and Estate Taxation, 2nd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

Most insurance and financial professionals understand the basic taxation principles regarding cash value build-up and the death benefits in life insurance and annuity contracts. Often overlooked, however, are specific rules, exceptions and conditions that may either expand or restrict the tax benefits. This course will cover how life insurance and annuities can deliver income tax benefits, issues that can cause contracts to lose their tax favored status, special tax rules for business owned life insurance policies and rules regarding tax-free exchanges. The course will also address estate taxation of life insurance and annuities.

Understanding IRAs - Products, Distributions, and Strategies, 1st Edition, 2nd Revision (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

With the retirement of the "baby boomers" well underway, understanding the options and the requirements under the laws, rules and regulations governing IRAs is becoming even more important. This course will review the features and benefits of IRA plans and the relative advantages and disadvantages of different types of IRAs and different IRA strategies. The course will place particular emphasis on distribution options and requirements, understanding transfers and rollovers under the new rules, and IRA conversions.

Beneficiary Designations - Getting it Right (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

Who gets the money? A few small words can have enormous consequences, so it’s critical to be sure that beneficiary designations are done correctly. All too often the beneficiary designation is taken lightly or done with insufficient understanding of the potential problems, particularly in increasingly common situations involving blended families. In this course attendees will learn how to be sure that the beneficiary designations reflect the owners’ intention and avoid land mines that can result in funds going to the wrong person and adverse tax and probate consequences. The course will cover individual beneficiaries, minor beneficiaries, trust beneficiaries, per stirpes beneficiaries and beneficiaries for business plans. Life insurance, annuities, and retirement plans will be addressed.

Disability Income Insurance: Safeguarding Your Future (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

The information in this course is designed to help insurance agents recognize the probabilities of disability, the potential losses resulting from disabilities, and the need for disability income protection. The course will also help insurance agents understand individual disability income insurance as well as other sources of disability income protection such as social security, group disability income protection, and salary continuation plans. This course will address various business loss exposures and applications of disability income insurance to address these exposures. Lastly, the course will address taxation of individual disability income insurance and related options.

Insurance Planning for Seniors, 2nd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

The information in this course is designed for your senior clients with financial peace of mind during their senior years as they plan for their financial future. The course will address their risk management, how to deal with inflation, proper retirement plan distributions, an overview of their social security benefits, also how to analyze their retirement income, investing those retirement assets for the senior market. Lastly, the course will address taxation and market conduct in the senior market, with key resources to assist.

Life Insurance: The Basics and Then Some, 2nd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

With its many components and options, few financial services products offer the range and flexibility of life insurance for both business and personal planning. In this course, agents explore the types of policies and provisions within the products. You will review the fundamentals of life insurance, policy terms and designs, loans and withdrawals, underwriting and more.

Medicare and Medicare Supplements: Closing the Coverage Gap, 3rd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

With increased life expectancy, it's likely that individuals will be enrolled in Medicare longer than expected. Yet Medicare has significant gaps in coverage that can put assets at risk. This class reviews Medicare Parts A-D, the coverage gaps, and Medicare supplements. The course discusses Medicare Select Plans, Medicare Advantage Plans, as well as the impact of the Affordable Care Act. Medicare riders and the use of HSAs are examined. Participants will leave with a better understanding of Medicare eligibility, the original Medicare Plan, what services are not covered by Medicare, and how to close the Medicare coverage gaps. 

Social Security: Now and the Future? 3rd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

According to studies and reports that measure the preparedness for retirement, retirees over the next several years will depend heavily on Social Security Retirement benefits. As such, there will be increased pressure on financial professionals to understand the retirement benefits that Social Security will provide and to integrate these benefits into clients' retirement plans.  After a brief review of the history and development of Social Security, the course will provide in-depth discussion of all Social Security benefits, with specific emphasis on retirement and survivors benefits for eligible workers, their spouses, widows and widowers, and divorced spouses.  The course will also examine the implications of collecting retirement benefits early as well as delaying retirement benefits.  In addition, the course will cover basic benefits and recent changes to the Medicare benefit system.

Retirement Planning Strategies, 1st Edition, Revised (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

Today's retirement planning must address many dimensions and cover many needs: health care and health insurance; income and asset distribution; Social Security; and, unlike the retirement plans of years ago, continued wealth accumulation. Understand the financial concerns facing retirees, identify the products and services that would help meet those concerns, and review the ethics and market conduct requirements of serving the senior market. This class is critical as you help your clients manage their assets in retirement.

The Ins and Outs of Group Insurance, 2nd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

This course helps insurance agents understand how group insurance works, how group insurance and employee benefits serve both the employer and employees, and how group insurance interfaces with other sources of insurance protection. The course provides an overview of group life, health, disability, and long term care insurance, as well as a review of Section 125 plans. Also addressed is the manner in which group insurance interacts with workers' compensation benefits, individual insurance coverages, Social Security benefits, and other group insurance coverage that may be carried by a spouse or domestic partner.

Beneficiary Designations - Getting it Right (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

Who gets the money? A few small words can have enormous consequences, so it’s critical to be sure that beneficiary designations are done correctly. All too often the beneficiary designation is taken lightly or done with insufficient understanding of the potential problems, particularly in increasingly common situations involving blended families. In this course attendees will learn how to be sure that the beneficiary designations reflect the owners’ intention and avoid land mines that can result in funds going to the wrong person and adverse tax and probate consequences. The course will cover individual beneficiaries, minor beneficiaries, trust beneficiaries, per stirpes beneficiaries and beneficiaries for business plans. Life insurance, annuities, and retirement plans will be addressed.

Understanding Indexed Annuity and Life Insurance Contracts (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

The growth in popularity of indexed insurance products, specifically fixed indexed annuities and fixed indexed life insurance policies, has been dramatic. While these products are considered fixed contracts, the interest that is credited to these products is based on the performance of an external financial index. The basic concepts of these products may seem simple, but they are among the most complex of all insurance products. To many, they fall in the middle of the risk spectrum, between traditional fixed annuities and life insurance policies and variable annuities and variable life insurance policies. This course will explain how these products compare and contrast with their fixed counterparts. The course will also cover in detail different interest crediting methods and design characteristics of the indexed product, and the important suitability and market conduct issues related to these products.

Understanding IRAs - Products, Distributions, and Strategies, 1st Edition, 2nd Revision (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

With the retirement of the "baby boomers" well underway, understanding the options and the requirements under the laws, rules and regulations governing IRAs is becoming even more important. This course will review the features and benefits of IRA plans and the relative advantages and disadvantages of different types of IRAs and different IRA strategies. The course will place particular emphasis on distribution options and requirements, understanding transfers and rollovers under the new rules, and IRA conversions.

Medical Assistance Eligibility and the Long-Term Care Partnership Program (4 hour), 2nd Edition, 3rd Revision (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

This class satisfies the mandatory 4-hour ongoing training for Minnesota long-term care producers. Agents who completed the 8-hour initial training for long-term care producers are required to complete a mandatory 4-hour ongoing training course within 24 months of the initial training. Get the latest information and updates to the Minnesota Long-Term Care Partnership Program.

 

Estate Planning Techniques: Understanding Trusts, Buy-Sell Agreements, and Special Planning Considerations, 1st Edition, Revised (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

Explore a wide range of strategies that can be used during life and after the decedent's death to accomplish estate planning objectives. This class reviews several types of trusts, the tax implications of placing property in a trust, and special planning considerations for married and non-married couples. Students will discover how buy-sell agreements can facilitate the continuation of a business and create estate liquidity, and how to use powers of attorney and advance medical directives to deal with incapacity.

Financial Strategies to Achieve Client Objectives, 3rd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

Increase your knowledge and understanding of the issues and tools involved in helping individuals accumulate and preserve financial assets. Special attention is paid to understanding client needs and goals at various stages in life, and understanding the strategies, products, and techniques to help the client achieve their goals and objectives. Specific focus will include determining needs and objectives; saving and accumulation techniques; risk and risk management; and asset allocation.

Insurance Planning for Seniors, 2nd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

The information in this course is designed for your senior clients with financial peace of mind during their senior years as they plan for their financial future. The course will address their risk management, how to deal with inflation, proper retirement plan distributions, an overview of their social security benefits, also how to analyze their retirement income, investing those retirement assets for the senior market. Lastly, the course will address taxation and market conduct in the senior market, with key resources to assist.

Life Insurance: The Basics and Then Some, 2nd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

With its many components and options, few financial services products offer the range and flexibility of life insurance for both business and personal planning. In this course, agents explore the types of policies and provisions within the products. You will review the fundamentals of life insurance, policy terms and designs, loans and withdrawals, underwriting and more.

Medicare and Medicare Supplements: Closing the Coverage Gap, 3rd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

With increased life expectancy, it's likely that individuals will be enrolled in Medicare longer than expected. Yet Medicare has significant gaps in coverage that can put assets at risk. This class reviews Medicare Parts A-D, the coverage gaps, and Medicare supplements. The course discusses Medicare Select Plans, Medicare Advantage Plans, as well as the impact of the Affordable Care Act. Medicare riders and the use of HSAs are examined. Participants will leave with a better understanding of Medicare eligibility, the original Medicare Plan, what services are not covered by Medicare, and how to close the Medicare coverage gaps. 

Social Security: Now and the Future? 3rd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

According to studies and reports that measure the preparedness for retirement, retirees over the next several years will depend heavily on Social Security Retirement benefits. As such, there will be increased pressure on financial professionals to understand the retirement benefits that Social Security will provide and to integrate these benefits into clients' retirement plans.  After a brief review of the history and development of Social Security, the course will provide in-depth discussion of all Social Security benefits, with specific emphasis on retirement and survivors benefits for eligible workers, their spouses, widows and widowers, and divorced spouses.  The course will also examine the implications of collecting retirement benefits early as well as delaying retirement benefits.  In addition, the course will cover basic benefits and recent changes to the Medicare benefit system.

Retirement Planning Strategies, 1st Edition, Revised (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

Today's retirement planning must address many dimensions and cover many needs: health care and health insurance; income and asset distribution; Social Security; and, unlike the retirement plans of years ago, continued wealth accumulation. Understand the financial concerns facing retirees, identify the products and services that would help meet those concerns, and review the ethics and market conduct requirements of serving the senior market. This class is critical as you help your clients manage their assets in retirement.

The Ins and Outs of Group Insurance, 2nd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

This course helps insurance agents understand how group insurance works, how group insurance and employee benefits serve both the employer and employees, and how group insurance interfaces with other sources of insurance protection. The course provides an overview of group life, health, disability, and long term care insurance, as well as a review of Section 125 plans. Also addressed is the manner in which group insurance interacts with workers' compensation benefits, individual insurance coverages, Social Security benefits, and other group insurance coverage that may be carried by a spouse or domestic partner.

Life Insurance and Annuities: The Effects of Income and Estate Taxation, 2nd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

Most insurance and financial professionals understand the basic taxation principles regarding cash value build-up and the death benefits in life insurance and annuity contracts. Often overlooked, however, are specific rules, exceptions and conditions that may either expand or restrict the tax benefits. This course will cover how life insurance and annuities can deliver income tax benefits, issues that can cause contracts to lose their tax favored status, special tax rules for business owned life insurance policies and rules regarding tax-free exchanges. The course will also address estate taxation of life insurance and annuities.

Understanding IRAs - Products, Distributions, and Strategies, 1st Edition, 2nd Revision (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

With the retirement of the "baby boomers" well underway, understanding the options and the requirements under the laws, rules and regulations governing IRAs is becoming even more important. This course will review the features and benefits of IRA plans and the relative advantages and disadvantages of different types of IRAs and different IRA strategies. The course will place particular emphasis on distribution options and requirements, understanding transfers and rollovers under the new rules, and IRA conversions.

Beneficiary Designations - Getting it Right (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

Who gets the money? A few small words can have enormous consequences, so it’s critical to be sure that beneficiary designations are done correctly. All too often the beneficiary designation is taken lightly or done with insufficient understanding of the potential problems, particularly in increasingly common situations involving blended families. In this course attendees will learn how to be sure that the beneficiary designations reflect the owners’ intention and avoid land mines that can result in funds going to the wrong person and adverse tax and probate consequences. The course will cover individual beneficiaries, minor beneficiaries, trust beneficiaries, per stirpes beneficiaries and beneficiaries for business plans. Life insurance, annuities, and retirement plans will be addressed.

Disability Income Insurance: Safeguarding Your Future (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

The information in this course is designed to help insurance agents recognize the probabilities of disability, the potential losses resulting from disabilities, and the need for disability income protection. The course will also help insurance agents understand individual disability income insurance as well as other sources of disability income protection such as social security, group disability income protection, and salary continuation plans. This course will address various business loss exposures and applications of disability income insurance to address these exposures. Lastly, the course will address taxation of individual disability income insurance and related options.

Insurance Planning for Seniors, 2nd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

The information in this course is designed for your senior clients with financial peace of mind during their senior years as they plan for their financial future. The course will address their risk management, how to deal with inflation, proper retirement plan distributions, an overview of their social security benefits, also how to analyze their retirement income, investing those retirement assets for the senior market. Lastly, the course will address taxation and market conduct in the senior market, with key resources to assist.

Life Insurance: The Basics and Then Some, 2nd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

With its many components and options, few financial services products offer the range and flexibility of life insurance for both business and personal planning. In this course, agents explore the types of policies and provisions within the products. You will review the fundamentals of life insurance, policy terms and designs, loans and withdrawals, underwriting and more.

Medicare and Medicare Supplements: Closing the Coverage Gap, 3rd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

With increased life expectancy, it's likely that individuals will be enrolled in Medicare longer than expected. Yet Medicare has significant gaps in coverage that can put assets at risk. This class reviews Medicare Parts A-D, the coverage gaps, and Medicare supplements. The course discusses Medicare Select Plans, Medicare Advantage Plans, as well as the impact of the Affordable Care Act. Medicare riders and the use of HSAs are examined. Participants will leave with a better understanding of Medicare eligibility, the original Medicare Plan, what services are not covered by Medicare, and how to close the Medicare coverage gaps. 

Social Security: Now and the Future? 3rd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

According to studies and reports that measure the preparedness for retirement, retirees over the next several years will depend heavily on Social Security Retirement benefits. As such, there will be increased pressure on financial professionals to understand the retirement benefits that Social Security will provide and to integrate these benefits into clients' retirement plans.  After a brief review of the history and development of Social Security, the course will provide in-depth discussion of all Social Security benefits, with specific emphasis on retirement and survivors benefits for eligible workers, their spouses, widows and widowers, and divorced spouses.  The course will also examine the implications of collecting retirement benefits early as well as delaying retirement benefits.  In addition, the course will cover basic benefits and recent changes to the Medicare benefit system.

Retirement Planning Strategies, 1st Edition, Revised (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

Today's retirement planning must address many dimensions and cover many needs: health care and health insurance; income and asset distribution; Social Security; and, unlike the retirement plans of years ago, continued wealth accumulation. Understand the financial concerns facing retirees, identify the products and services that would help meet those concerns, and review the ethics and market conduct requirements of serving the senior market. This class is critical as you help your clients manage their assets in retirement.

The Ins and Outs of Group Insurance, 2nd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

This course helps insurance agents understand how group insurance works, how group insurance and employee benefits serve both the employer and employees, and how group insurance interfaces with other sources of insurance protection. The course provides an overview of group life, health, disability, and long term care insurance, as well as a review of Section 125 plans. Also addressed is the manner in which group insurance interacts with workers' compensation benefits, individual insurance coverages, Social Security benefits, and other group insurance coverage that may be carried by a spouse or domestic partner.

Understanding Indexed Annuity and Life Insurance Contracts (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

The growth in popularity of indexed insurance products, specifically fixed indexed annuities and fixed indexed life insurance policies, has been dramatic. While these products are considered fixed contracts, the interest that is credited to these products is based on the performance of an external financial index. The basic concepts of these products may seem simple, but they are among the most complex of all insurance products. To many, they fall in the middle of the risk spectrum, between traditional fixed annuities and life insurance policies and variable annuities and variable life insurance policies. This course will explain how these products compare and contrast with their fixed counterparts. The course will also cover in detail different interest crediting methods and design characteristics of the indexed product, and the important suitability and market conduct issues related to these products.

Understanding IRAs - Products, Distributions, and Strategies, 1st Edition, 2nd Revision (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

With the retirement of the "baby boomers" well underway, understanding the options and the requirements under the laws, rules and regulations governing IRAs is becoming even more important. This course will review the features and benefits of IRA plans and the relative advantages and disadvantages of different types of IRAs and different IRA strategies. The course will place particular emphasis on distribution options and requirements, understanding transfers and rollovers under the new rules, and IRA conversions.

Beneficiary Designations - Getting it Right (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

Who gets the money? A few small words can have enormous consequences, so it’s critical to be sure that beneficiary designations are done correctly. All too often the beneficiary designation is taken lightly or done with insufficient understanding of the potential problems, particularly in increasingly common situations involving blended families. In this course attendees will learn how to be sure that the beneficiary designations reflect the owners’ intention and avoid land mines that can result in funds going to the wrong person and adverse tax and probate consequences. The course will cover individual beneficiaries, minor beneficiaries, trust beneficiaries, per stirpes beneficiaries and beneficiaries for business plans. Life insurance, annuities, and retirement plans will be addressed.

Estate Planning Techniques: Understanding Trusts, Buy-Sell Agreements, and Special Planning Considerations, 1st Edition, Revised (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

Explore a wide range of strategies that can be used during life and after the decedent's death to accomplish estate planning objectives. This class reviews several types of trusts, the tax implications of placing property in a trust, and special planning considerations for married and non-married couples. Students will discover how buy-sell agreements can facilitate the continuation of a business and create estate liquidity, and how to use powers of attorney and advance medical directives to deal with incapacity.

Financial Strategies to Achieve Client Objectives, 3rd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

Increase your knowledge and understanding of the issues and tools involved in helping individuals accumulate and preserve financial assets. Special attention is paid to understanding client needs and goals at various stages in life, and understanding the strategies, products, and techniques to help the client achieve their goals and objectives. Specific focus will include determining needs and objectives; saving and accumulation techniques; risk and risk management; and asset allocation.

Insurance Planning for Seniors, 2nd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

The information in this course is designed for your senior clients with financial peace of mind during their senior years as they plan for their financial future. The course will address their risk management, how to deal with inflation, proper retirement plan distributions, an overview of their social security benefits, also how to analyze their retirement income, investing those retirement assets for the senior market. Lastly, the course will address taxation and market conduct in the senior market, with key resources to assist.

Life Insurance: The Basics and Then Some, 2nd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

With its many components and options, few financial services products offer the range and flexibility of life insurance for both business and personal planning. In this course, agents explore the types of policies and provisions within the products. You will review the fundamentals of life insurance, policy terms and designs, loans and withdrawals, underwriting and more.

Medicare and Medicare Supplements: Closing the Coverage Gap, 3rd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

With increased life expectancy, it's likely that individuals will be enrolled in Medicare longer than expected. Yet Medicare has significant gaps in coverage that can put assets at risk. This class reviews Medicare Parts A-D, the coverage gaps, and Medicare supplements. The course discusses Medicare Select Plans, Medicare Advantage Plans, as well as the impact of the Affordable Care Act. Medicare riders and the use of HSAs are examined. Participants will leave with a better understanding of Medicare eligibility, the original Medicare Plan, what services are not covered by Medicare, and how to close the Medicare coverage gaps. 

Social Security: Now and the Future? 3rd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

According to studies and reports that measure the preparedness for retirement, retirees over the next several years will depend heavily on Social Security Retirement benefits. As such, there will be increased pressure on financial professionals to understand the retirement benefits that Social Security will provide and to integrate these benefits into clients' retirement plans.  After a brief review of the history and development of Social Security, the course will provide in-depth discussion of all Social Security benefits, with specific emphasis on retirement and survivors benefits for eligible workers, their spouses, widows and widowers, and divorced spouses.  The course will also examine the implications of collecting retirement benefits early as well as delaying retirement benefits.  In addition, the course will cover basic benefits and recent changes to the Medicare benefit system.

Retirement Planning Strategies, 1st Edition, Revised (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

Today's retirement planning must address many dimensions and cover many needs: health care and health insurance; income and asset distribution; Social Security; and, unlike the retirement plans of years ago, continued wealth accumulation. Understand the financial concerns facing retirees, identify the products and services that would help meet those concerns, and review the ethics and market conduct requirements of serving the senior market. This class is critical as you help your clients manage their assets in retirement.

The Ins and Outs of Group Insurance, 2nd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

This course helps insurance agents understand how group insurance works, how group insurance and employee benefits serve both the employer and employees, and how group insurance interfaces with other sources of insurance protection. The course provides an overview of group life, health, disability, and long term care insurance, as well as a review of Section 125 plans. Also addressed is the manner in which group insurance interacts with workers' compensation benefits, individual insurance coverages, Social Security benefits, and other group insurance coverage that may be carried by a spouse or domestic partner.

Life Insurance and Annuities: The Effects of Income and Estate Taxation, 2nd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

Most insurance and financial professionals understand the basic taxation principles regarding cash value build-up and the death benefits in life insurance and annuity contracts. Often overlooked, however, are specific rules, exceptions and conditions that may either expand or restrict the tax benefits. This course will cover how life insurance and annuities can deliver income tax benefits, issues that can cause contracts to lose their tax favored status, special tax rules for business owned life insurance policies and rules regarding tax-free exchanges. The course will also address estate taxation of life insurance and annuities.

Understanding IRAs - Products, Distributions, and Strategies, 1st Edition, 2nd Revision (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

With the retirement of the "baby boomers" well underway, understanding the options and the requirements under the laws, rules and regulations governing IRAs is becoming even more important. This course will review the features and benefits of IRA plans and the relative advantages and disadvantages of different types of IRAs and different IRA strategies. The course will place particular emphasis on distribution options and requirements, understanding transfers and rollovers under the new rules, and IRA conversions.

Beneficiary Designations - Getting it Right (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

Who gets the money? A few small words can have enormous consequences, so it’s critical to be sure that beneficiary designations are done correctly. All too often the beneficiary designation is taken lightly or done with insufficient understanding of the potential problems, particularly in increasingly common situations involving blended families. In this course attendees will learn how to be sure that the beneficiary designations reflect the owners’ intention and avoid land mines that can result in funds going to the wrong person and adverse tax and probate consequences. The course will cover individual beneficiaries, minor beneficiaries, trust beneficiaries, per stirpes beneficiaries and beneficiaries for business plans. Life insurance, annuities, and retirement plans will be addressed.

Disability Income Insurance: Safeguarding Your Future (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

The information in this course is designed to help insurance agents recognize the probabilities of disability, the potential losses resulting from disabilities, and the need for disability income protection. The course will also help insurance agents understand individual disability income insurance as well as other sources of disability income protection such as social security, group disability income protection, and salary continuation plans. This course will address various business loss exposures and applications of disability income insurance to address these exposures. Lastly, the course will address taxation of individual disability income insurance and related options.

Insurance Planning for Seniors, 2nd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

The information in this course is designed for your senior clients with financial peace of mind during their senior years as they plan for their financial future. The course will address their risk management, how to deal with inflation, proper retirement plan distributions, an overview of their social security benefits, also how to analyze their retirement income, investing those retirement assets for the senior market. Lastly, the course will address taxation and market conduct in the senior market, with key resources to assist.

Life Insurance: The Basics and Then Some, 2nd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

With its many components and options, few financial services products offer the range and flexibility of life insurance for both business and personal planning. In this course, agents explore the types of policies and provisions within the products. You will review the fundamentals of life insurance, policy terms and designs, loans and withdrawals, underwriting and more.

Medicare and Medicare Supplements: Closing the Coverage Gap, 3rd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

With increased life expectancy, it's likely that individuals will be enrolled in Medicare longer than expected. Yet Medicare has significant gaps in coverage that can put assets at risk. This class reviews Medicare Parts A-D, the coverage gaps, and Medicare supplements. The course discusses Medicare Select Plans, Medicare Advantage Plans, as well as the impact of the Affordable Care Act. Medicare riders and the use of HSAs are examined. Participants will leave with a better understanding of Medicare eligibility, the original Medicare Plan, what services are not covered by Medicare, and how to close the Medicare coverage gaps. 

Social Security: Now and the Future? 3rd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

According to studies and reports that measure the preparedness for retirement, retirees over the next several years will depend heavily on Social Security Retirement benefits. As such, there will be increased pressure on financial professionals to understand the retirement benefits that Social Security will provide and to integrate these benefits into clients' retirement plans.  After a brief review of the history and development of Social Security, the course will provide in-depth discussion of all Social Security benefits, with specific emphasis on retirement and survivors benefits for eligible workers, their spouses, widows and widowers, and divorced spouses.  The course will also examine the implications of collecting retirement benefits early as well as delaying retirement benefits.  In addition, the course will cover basic benefits and recent changes to the Medicare benefit system.

Retirement Planning Strategies, 1st Edition, Revised (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

Today's retirement planning must address many dimensions and cover many needs: health care and health insurance; income and asset distribution; Social Security; and, unlike the retirement plans of years ago, continued wealth accumulation. Understand the financial concerns facing retirees, identify the products and services that would help meet those concerns, and review the ethics and market conduct requirements of serving the senior market. This class is critical as you help your clients manage their assets in retirement.

The Ins and Outs of Group Insurance, 2nd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

This course helps insurance agents understand how group insurance works, how group insurance and employee benefits serve both the employer and employees, and how group insurance interfaces with other sources of insurance protection. The course provides an overview of group life, health, disability, and long term care insurance, as well as a review of Section 125 plans. Also addressed is the manner in which group insurance interacts with workers' compensation benefits, individual insurance coverages, Social Security benefits, and other group insurance coverage that may be carried by a spouse or domestic partner.

Understanding Indexed Annuity and Life Insurance Contracts (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

The growth in popularity of indexed insurance products, specifically fixed indexed annuities and fixed indexed life insurance policies, has been dramatic. While these products are considered fixed contracts, the interest that is credited to these products is based on the performance of an external financial index. The basic concepts of these products may seem simple, but they are among the most complex of all insurance products. To many, they fall in the middle of the risk spectrum, between traditional fixed annuities and life insurance policies and variable annuities and variable life insurance policies. This course will explain how these products compare and contrast with their fixed counterparts. The course will also cover in detail different interest crediting methods and design characteristics of the indexed product, and the important suitability and market conduct issues related to these products.

Understanding IRAs - Products, Distributions, and Strategies, 1st Edition, 2nd Revision (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

With the retirement of the "baby boomers" well underway, understanding the options and the requirements under the laws, rules and regulations governing IRAs is becoming even more important. This course will review the features and benefits of IRA plans and the relative advantages and disadvantages of different types of IRAs and different IRA strategies. The course will place particular emphasis on distribution options and requirements, understanding transfers and rollovers under the new rules, and IRA conversions.

Beneficiary Designations - Getting it Right (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

Who gets the money? A few small words can have enormous consequences, so it’s critical to be sure that beneficiary designations are done correctly. All too often the beneficiary designation is taken lightly or done with insufficient understanding of the potential problems, particularly in increasingly common situations involving blended families. In this course attendees will learn how to be sure that the beneficiary designations reflect the owners’ intention and avoid land mines that can result in funds going to the wrong person and adverse tax and probate consequences. The course will cover individual beneficiaries, minor beneficiaries, trust beneficiaries, per stirpes beneficiaries and beneficiaries for business plans. Life insurance, annuities, and retirement plans will be addressed.

Estate Planning Techniques: Understanding Trusts, Buy-Sell Agreements, and Special Planning Considerations, 1st Edition, Revised (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

Explore a wide range of strategies that can be used during life and after the decedent's death to accomplish estate planning objectives. This class reviews several types of trusts, the tax implications of placing property in a trust, and special planning considerations for married and non-married couples. Students will discover how buy-sell agreements can facilitate the continuation of a business and create estate liquidity, and how to use powers of attorney and advance medical directives to deal with incapacity.

Financial Strategies to Achieve Client Objectives, 3rd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

Increase your knowledge and understanding of the issues and tools involved in helping individuals accumulate and preserve financial assets. Special attention is paid to understanding client needs and goals at various stages in life, and understanding the strategies, products, and techniques to help the client achieve their goals and objectives. Specific focus will include determining needs and objectives; saving and accumulation techniques; risk and risk management; and asset allocation.

Insurance Planning for Seniors, 2nd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

The information in this course is designed for your senior clients with financial peace of mind during their senior years as they plan for their financial future. The course will address their risk management, how to deal with inflation, proper retirement plan distributions, an overview of their social security benefits, also how to analyze their retirement income, investing those retirement assets for the senior market. Lastly, the course will address taxation and market conduct in the senior market, with key resources to assist.

Life Insurance: The Basics and Then Some, 2nd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

With its many components and options, few financial services products offer the range and flexibility of life insurance for both business and personal planning. In this course, agents explore the types of policies and provisions within the products. You will review the fundamentals of life insurance, policy terms and designs, loans and withdrawals, underwriting and more.

Medical Assistance Eligibility and the Long-Term Care Partnership Program (4 hour), 2nd Edition, 3rd Revision (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

This class satisfies the mandatory 4-hour ongoing training for Minnesota long-term care producers. Agents who completed the 8-hour initial training for long-term care producers are required to complete a mandatory 4-hour ongoing training course within 24 months of the initial training. Get the latest information and updates to the Minnesota Long-Term Care Partnership Program.

 

Medicare and Medicare Supplements: Closing the Coverage Gap, 3rd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

With increased life expectancy, it's likely that individuals will be enrolled in Medicare longer than expected. Yet Medicare has significant gaps in coverage that can put assets at risk. This class reviews Medicare Parts A-D, the coverage gaps, and Medicare supplements. The course discusses Medicare Select Plans, Medicare Advantage Plans, as well as the impact of the Affordable Care Act. Medicare riders and the use of HSAs are examined. Participants will leave with a better understanding of Medicare eligibility, the original Medicare Plan, what services are not covered by Medicare, and how to close the Medicare coverage gaps. 

Social Security: Now and the Future? 3rd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

According to studies and reports that measure the preparedness for retirement, retirees over the next several years will depend heavily on Social Security Retirement benefits. As such, there will be increased pressure on financial professionals to understand the retirement benefits that Social Security will provide and to integrate these benefits into clients' retirement plans.  After a brief review of the history and development of Social Security, the course will provide in-depth discussion of all Social Security benefits, with specific emphasis on retirement and survivors benefits for eligible workers, their spouses, widows and widowers, and divorced spouses.  The course will also examine the implications of collecting retirement benefits early as well as delaying retirement benefits.  In addition, the course will cover basic benefits and recent changes to the Medicare benefit system.

Retirement Planning Strategies, 1st Edition, Revised (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

Today's retirement planning must address many dimensions and cover many needs: health care and health insurance; income and asset distribution; Social Security; and, unlike the retirement plans of years ago, continued wealth accumulation. Understand the financial concerns facing retirees, identify the products and services that would help meet those concerns, and review the ethics and market conduct requirements of serving the senior market. This class is critical as you help your clients manage their assets in retirement.

The Ins and Outs of Group Insurance, 2nd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

This course helps insurance agents understand how group insurance works, how group insurance and employee benefits serve both the employer and employees, and how group insurance interfaces with other sources of insurance protection. The course provides an overview of group life, health, disability, and long term care insurance, as well as a review of Section 125 plans. Also addressed is the manner in which group insurance interacts with workers' compensation benefits, individual insurance coverages, Social Security benefits, and other group insurance coverage that may be carried by a spouse or domestic partner.

Life Insurance and Annuities: The Effects of Income and Estate Taxation, 2nd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

Most insurance and financial professionals understand the basic taxation principles regarding cash value build-up and the death benefits in life insurance and annuity contracts. Often overlooked, however, are specific rules, exceptions and conditions that may either expand or restrict the tax benefits. This course will cover how life insurance and annuities can deliver income tax benefits, issues that can cause contracts to lose their tax favored status, special tax rules for business owned life insurance policies and rules regarding tax-free exchanges. The course will also address estate taxation of life insurance and annuities.

Understanding IRAs - Products, Distributions, and Strategies, 1st Edition, 2nd Revision (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

With the retirement of the "baby boomers" well underway, understanding the options and the requirements under the laws, rules and regulations governing IRAs is becoming even more important. This course will review the features and benefits of IRA plans and the relative advantages and disadvantages of different types of IRAs and different IRA strategies. The course will place particular emphasis on distribution options and requirements, understanding transfers and rollovers under the new rules, and IRA conversions.

Beneficiary Designations - Getting it Right (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

Who gets the money? A few small words can have enormous consequences, so it’s critical to be sure that beneficiary designations are done correctly. All too often the beneficiary designation is taken lightly or done with insufficient understanding of the potential problems, particularly in increasingly common situations involving blended families. In this course attendees will learn how to be sure that the beneficiary designations reflect the owners’ intention and avoid land mines that can result in funds going to the wrong person and adverse tax and probate consequences. The course will cover individual beneficiaries, minor beneficiaries, trust beneficiaries, per stirpes beneficiaries and beneficiaries for business plans. Life insurance, annuities, and retirement plans will be addressed.

Disability Income Insurance: Safeguarding Your Future (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

The information in this course is designed to help insurance agents recognize the probabilities of disability, the potential losses resulting from disabilities, and the need for disability income protection. The course will also help insurance agents understand individual disability income insurance as well as other sources of disability income protection such as social security, group disability income protection, and salary continuation plans. This course will address various business loss exposures and applications of disability income insurance to address these exposures. Lastly, the course will address taxation of individual disability income insurance and related options.

Insurance Planning for Seniors, 2nd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

The information in this course is designed for your senior clients with financial peace of mind during their senior years as they plan for their financial future. The course will address their risk management, how to deal with inflation, proper retirement plan distributions, an overview of their social security benefits, also how to analyze their retirement income, investing those retirement assets for the senior market. Lastly, the course will address taxation and market conduct in the senior market, with key resources to assist.

Life Insurance: The Basics and Then Some, 2nd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

With its many components and options, few financial services products offer the range and flexibility of life insurance for both business and personal planning. In this course, agents explore the types of policies and provisions within the products. You will review the fundamentals of life insurance, policy terms and designs, loans and withdrawals, underwriting and more.

Medicare and Medicare Supplements: Closing the Coverage Gap, 3rd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

With increased life expectancy, it's likely that individuals will be enrolled in Medicare longer than expected. Yet Medicare has significant gaps in coverage that can put assets at risk. This class reviews Medicare Parts A-D, the coverage gaps, and Medicare supplements. The course discusses Medicare Select Plans, Medicare Advantage Plans, as well as the impact of the Affordable Care Act. Medicare riders and the use of HSAs are examined. Participants will leave with a better understanding of Medicare eligibility, the original Medicare Plan, what services are not covered by Medicare, and how to close the Medicare coverage gaps. 

Social Security: Now and the Future? 3rd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

According to studies and reports that measure the preparedness for retirement, retirees over the next several years will depend heavily on Social Security Retirement benefits. As such, there will be increased pressure on financial professionals to understand the retirement benefits that Social Security will provide and to integrate these benefits into clients' retirement plans.  After a brief review of the history and development of Social Security, the course will provide in-depth discussion of all Social Security benefits, with specific emphasis on retirement and survivors benefits for eligible workers, their spouses, widows and widowers, and divorced spouses.  The course will also examine the implications of collecting retirement benefits early as well as delaying retirement benefits.  In addition, the course will cover basic benefits and recent changes to the Medicare benefit system.

Retirement Planning Strategies, 1st Edition, Revised (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

Today's retirement planning must address many dimensions and cover many needs: health care and health insurance; income and asset distribution; Social Security; and, unlike the retirement plans of years ago, continued wealth accumulation. Understand the financial concerns facing retirees, identify the products and services that would help meet those concerns, and review the ethics and market conduct requirements of serving the senior market. This class is critical as you help your clients manage their assets in retirement.

The Ins and Outs of Group Insurance, 2nd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

This course helps insurance agents understand how group insurance works, how group insurance and employee benefits serve both the employer and employees, and how group insurance interfaces with other sources of insurance protection. The course provides an overview of group life, health, disability, and long term care insurance, as well as a review of Section 125 plans. Also addressed is the manner in which group insurance interacts with workers' compensation benefits, individual insurance coverages, Social Security benefits, and other group insurance coverage that may be carried by a spouse or domestic partner.

Beneficiary Designations - Getting it Right (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

Who gets the money? A few small words can have enormous consequences, so it’s critical to be sure that beneficiary designations are done correctly. All too often the beneficiary designation is taken lightly or done with insufficient understanding of the potential problems, particularly in increasingly common situations involving blended families. In this course attendees will learn how to be sure that the beneficiary designations reflect the owners’ intention and avoid land mines that can result in funds going to the wrong person and adverse tax and probate consequences. The course will cover individual beneficiaries, minor beneficiaries, trust beneficiaries, per stirpes beneficiaries and beneficiaries for business plans. Life insurance, annuities, and retirement plans will be addressed.

Understanding Indexed Annuity and Life Insurance Contracts (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

The growth in popularity of indexed insurance products, specifically fixed indexed annuities and fixed indexed life insurance policies, has been dramatic. While these products are considered fixed contracts, the interest that is credited to these products is based on the performance of an external financial index. The basic concepts of these products may seem simple, but they are among the most complex of all insurance products. To many, they fall in the middle of the risk spectrum, between traditional fixed annuities and life insurance policies and variable annuities and variable life insurance policies. This course will explain how these products compare and contrast with their fixed counterparts. The course will also cover in detail different interest crediting methods and design characteristics of the indexed product, and the important suitability and market conduct issues related to these products.

Understanding IRAs - Products, Distributions, and Strategies, 1st Edition, 2nd Revision (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

With the retirement of the "baby boomers" well underway, understanding the options and the requirements under the laws, rules and regulations governing IRAs is becoming even more important. This course will review the features and benefits of IRA plans and the relative advantages and disadvantages of different types of IRAs and different IRA strategies. The course will place particular emphasis on distribution options and requirements, understanding transfers and rollovers under the new rules, and IRA conversions.

Estate Planning Techniques: Understanding Trusts, Buy-Sell Agreements, and Special Planning Considerations, 1st Edition, Revised (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

Explore a wide range of strategies that can be used during life and after the decedent's death to accomplish estate planning objectives. This class reviews several types of trusts, the tax implications of placing property in a trust, and special planning considerations for married and non-married couples. Students will discover how buy-sell agreements can facilitate the continuation of a business and create estate liquidity, and how to use powers of attorney and advance medical directives to deal with incapacity.

Financial Strategies to Achieve Client Objectives, 3rd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

Increase your knowledge and understanding of the issues and tools involved in helping individuals accumulate and preserve financial assets. Special attention is paid to understanding client needs and goals at various stages in life, and understanding the strategies, products, and techniques to help the client achieve their goals and objectives. Specific focus will include determining needs and objectives; saving and accumulation techniques; risk and risk management; and asset allocation.

Insurance Planning for Seniors, 2nd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

The information in this course is designed for your senior clients with financial peace of mind during their senior years as they plan for their financial future. The course will address their risk management, how to deal with inflation, proper retirement plan distributions, an overview of their social security benefits, also how to analyze their retirement income, investing those retirement assets for the senior market. Lastly, the course will address taxation and market conduct in the senior market, with key resources to assist.

Life Insurance: The Basics and Then Some, 2nd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

With its many components and options, few financial services products offer the range and flexibility of life insurance for both business and personal planning. In this course, agents explore the types of policies and provisions within the products. You will review the fundamentals of life insurance, policy terms and designs, loans and withdrawals, underwriting and more.

Medicare and Medicare Supplements: Closing the Coverage Gap, 3rd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

With increased life expectancy, it's likely that individuals will be enrolled in Medicare longer than expected. Yet Medicare has significant gaps in coverage that can put assets at risk. This class reviews Medicare Parts A-D, the coverage gaps, and Medicare supplements. The course discusses Medicare Select Plans, Medicare Advantage Plans, as well as the impact of the Affordable Care Act. Medicare riders and the use of HSAs are examined. Participants will leave with a better understanding of Medicare eligibility, the original Medicare Plan, what services are not covered by Medicare, and how to close the Medicare coverage gaps. 

Social Security: Now and the Future? 3rd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

According to studies and reports that measure the preparedness for retirement, retirees over the next several years will depend heavily on Social Security Retirement benefits. As such, there will be increased pressure on financial professionals to understand the retirement benefits that Social Security will provide and to integrate these benefits into clients' retirement plans.  After a brief review of the history and development of Social Security, the course will provide in-depth discussion of all Social Security benefits, with specific emphasis on retirement and survivors benefits for eligible workers, their spouses, widows and widowers, and divorced spouses.  The course will also examine the implications of collecting retirement benefits early as well as delaying retirement benefits.  In addition, the course will cover basic benefits and recent changes to the Medicare benefit system.

Retirement Planning Strategies, 1st Edition, Revised (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

Today's retirement planning must address many dimensions and cover many needs: health care and health insurance; income and asset distribution; Social Security; and, unlike the retirement plans of years ago, continued wealth accumulation. Understand the financial concerns facing retirees, identify the products and services that would help meet those concerns, and review the ethics and market conduct requirements of serving the senior market. This class is critical as you help your clients manage their assets in retirement.

The Ins and Outs of Group Insurance, 2nd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

This course helps insurance agents understand how group insurance works, how group insurance and employee benefits serve both the employer and employees, and how group insurance interfaces with other sources of insurance protection. The course provides an overview of group life, health, disability, and long term care insurance, as well as a review of Section 125 plans. Also addressed is the manner in which group insurance interacts with workers' compensation benefits, individual insurance coverages, Social Security benefits, and other group insurance coverage that may be carried by a spouse or domestic partner.

Life Insurance and Annuities: The Effects of Income and Estate Taxation, 2nd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

Most insurance and financial professionals understand the basic taxation principles regarding cash value build-up and the death benefits in life insurance and annuity contracts. Often overlooked, however, are specific rules, exceptions and conditions that may either expand or restrict the tax benefits. This course will cover how life insurance and annuities can deliver income tax benefits, issues that can cause contracts to lose their tax favored status, special tax rules for business owned life insurance policies and rules regarding tax-free exchanges. The course will also address estate taxation of life insurance and annuities.

Beneficiary Designations - Getting it Right (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

Who gets the money? A few small words can have enormous consequences, so it’s critical to be sure that beneficiary designations are done correctly. All too often the beneficiary designation is taken lightly or done with insufficient understanding of the potential problems, particularly in increasingly common situations involving blended families. In this course attendees will learn how to be sure that the beneficiary designations reflect the owners’ intention and avoid land mines that can result in funds going to the wrong person and adverse tax and probate consequences. The course will cover individual beneficiaries, minor beneficiaries, trust beneficiaries, per stirpes beneficiaries and beneficiaries for business plans. Life insurance, annuities, and retirement plans will be addressed.

Understanding IRAs - Products, Distributions, and Strategies, 1st Edition, 2nd Revision (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

With the retirement of the "baby boomers" well underway, understanding the options and the requirements under the laws, rules and regulations governing IRAs is becoming even more important. This course will review the features and benefits of IRA plans and the relative advantages and disadvantages of different types of IRAs and different IRA strategies. The course will place particular emphasis on distribution options and requirements, understanding transfers and rollovers under the new rules, and IRA conversions.

Disability Income Insurance: Safeguarding Your Future (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

The information in this course is designed to help insurance agents recognize the probabilities of disability, the potential losses resulting from disabilities, and the need for disability income protection. The course will also help insurance agents understand individual disability income insurance as well as other sources of disability income protection such as social security, group disability income protection, and salary continuation plans. This course will address various business loss exposures and applications of disability income insurance to address these exposures. Lastly, the course will address taxation of individual disability income insurance and related options.

Insurance Planning for Seniors, 2nd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

The information in this course is designed for your senior clients with financial peace of mind during their senior years as they plan for their financial future. The course will address their risk management, how to deal with inflation, proper retirement plan distributions, an overview of their social security benefits, also how to analyze their retirement income, investing those retirement assets for the senior market. Lastly, the course will address taxation and market conduct in the senior market, with key resources to assist.

Life Insurance: The Basics and Then Some, 2nd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

With its many components and options, few financial services products offer the range and flexibility of life insurance for both business and personal planning. In this course, agents explore the types of policies and provisions within the products. You will review the fundamentals of life insurance, policy terms and designs, loans and withdrawals, underwriting and more.

Medicare and Medicare Supplements: Closing the Coverage Gap, 3rd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

With increased life expectancy, it's likely that individuals will be enrolled in Medicare longer than expected. Yet Medicare has significant gaps in coverage that can put assets at risk. This class reviews Medicare Parts A-D, the coverage gaps, and Medicare supplements. The course discusses Medicare Select Plans, Medicare Advantage Plans, as well as the impact of the Affordable Care Act. Medicare riders and the use of HSAs are examined. Participants will leave with a better understanding of Medicare eligibility, the original Medicare Plan, what services are not covered by Medicare, and how to close the Medicare coverage gaps. 

Social Security: Now and the Future? 3rd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

According to studies and reports that measure the preparedness for retirement, retirees over the next several years will depend heavily on Social Security Retirement benefits. As such, there will be increased pressure on financial professionals to understand the retirement benefits that Social Security will provide and to integrate these benefits into clients' retirement plans.  After a brief review of the history and development of Social Security, the course will provide in-depth discussion of all Social Security benefits, with specific emphasis on retirement and survivors benefits for eligible workers, their spouses, widows and widowers, and divorced spouses.  The course will also examine the implications of collecting retirement benefits early as well as delaying retirement benefits.  In addition, the course will cover basic benefits and recent changes to the Medicare benefit system.

Retirement Planning Strategies, 1st Edition, Revised (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

Today's retirement planning must address many dimensions and cover many needs: health care and health insurance; income and asset distribution; Social Security; and, unlike the retirement plans of years ago, continued wealth accumulation. Understand the financial concerns facing retirees, identify the products and services that would help meet those concerns, and review the ethics and market conduct requirements of serving the senior market. This class is critical as you help your clients manage their assets in retirement.

The Ins and Outs of Group Insurance, 2nd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

This course helps insurance agents understand how group insurance works, how group insurance and employee benefits serve both the employer and employees, and how group insurance interfaces with other sources of insurance protection. The course provides an overview of group life, health, disability, and long term care insurance, as well as a review of Section 125 plans. Also addressed is the manner in which group insurance interacts with workers' compensation benefits, individual insurance coverages, Social Security benefits, and other group insurance coverage that may be carried by a spouse or domestic partner.

Understanding Indexed Annuity and Life Insurance Contracts (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

The growth in popularity of indexed insurance products, specifically fixed indexed annuities and fixed indexed life insurance policies, has been dramatic. While these products are considered fixed contracts, the interest that is credited to these products is based on the performance of an external financial index. The basic concepts of these products may seem simple, but they are among the most complex of all insurance products. To many, they fall in the middle of the risk spectrum, between traditional fixed annuities and life insurance policies and variable annuities and variable life insurance policies. This course will explain how these products compare and contrast with their fixed counterparts. The course will also cover in detail different interest crediting methods and design characteristics of the indexed product, and the important suitability and market conduct issues related to these products.

Understanding IRAs - Products, Distributions, and Strategies, 1st Edition, 2nd Revision (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

With the retirement of the "baby boomers" well underway, understanding the options and the requirements under the laws, rules and regulations governing IRAs is becoming even more important. This course will review the features and benefits of IRA plans and the relative advantages and disadvantages of different types of IRAs and different IRA strategies. The course will place particular emphasis on distribution options and requirements, understanding transfers and rollovers under the new rules, and IRA conversions.

Beneficiary Designations - Getting it Right (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

Who gets the money? A few small words can have enormous consequences, so it’s critical to be sure that beneficiary designations are done correctly. All too often the beneficiary designation is taken lightly or done with insufficient understanding of the potential problems, particularly in increasingly common situations involving blended families. In this course attendees will learn how to be sure that the beneficiary designations reflect the owners’ intention and avoid land mines that can result in funds going to the wrong person and adverse tax and probate consequences. The course will cover individual beneficiaries, minor beneficiaries, trust beneficiaries, per stirpes beneficiaries and beneficiaries for business plans. Life insurance, annuities, and retirement plans will be addressed.

Estate Planning Techniques: Understanding Trusts, Buy-Sell Agreements, and Special Planning Considerations, 1st Edition, Revised (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

Explore a wide range of strategies that can be used during life and after the decedent's death to accomplish estate planning objectives. This class reviews several types of trusts, the tax implications of placing property in a trust, and special planning considerations for married and non-married couples. Students will discover how buy-sell agreements can facilitate the continuation of a business and create estate liquidity, and how to use powers of attorney and advance medical directives to deal with incapacity.

Understanding IRAs - Products, Distributions, and Strategies, 1st Edition, 2nd Revision (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

With the retirement of the "baby boomers" well underway, understanding the options and the requirements under the laws, rules and regulations governing IRAs is becoming even more important. This course will review the features and benefits of IRA plans and the relative advantages and disadvantages of different types of IRAs and different IRA strategies. The course will place particular emphasis on distribution options and requirements, understanding transfers and rollovers under the new rules, and IRA conversions.

Insurance Planning for Seniors, 2nd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

The information in this course is designed for your senior clients with financial peace of mind during their senior years as they plan for their financial future. The course will address their risk management, how to deal with inflation, proper retirement plan distributions, an overview of their social security benefits, also how to analyze their retirement income, investing those retirement assets for the senior market. Lastly, the course will address taxation and market conduct in the senior market, with key resources to assist.

Life Insurance: The Basics and Then Some, 2nd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

With its many components and options, few financial services products offer the range and flexibility of life insurance for both business and personal planning. In this course, agents explore the types of policies and provisions within the products. You will review the fundamentals of life insurance, policy terms and designs, loans and withdrawals, underwriting and more.

Medicare and Medicare Supplements: Closing the Coverage Gap, 3rd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

With increased life expectancy, it's likely that individuals will be enrolled in Medicare longer than expected. Yet Medicare has significant gaps in coverage that can put assets at risk. This class reviews Medicare Parts A-D, the coverage gaps, and Medicare supplements. The course discusses Medicare Select Plans, Medicare Advantage Plans, as well as the impact of the Affordable Care Act. Medicare riders and the use of HSAs are examined. Participants will leave with a better understanding of Medicare eligibility, the original Medicare Plan, what services are not covered by Medicare, and how to close the Medicare coverage gaps. 

Social Security: Now and the Future? 3rd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

According to studies and reports that measure the preparedness for retirement, retirees over the next several years will depend heavily on Social Security Retirement benefits. As such, there will be increased pressure on financial professionals to understand the retirement benefits that Social Security will provide and to integrate these benefits into clients' retirement plans.  After a brief review of the history and development of Social Security, the course will provide in-depth discussion of all Social Security benefits, with specific emphasis on retirement and survivors benefits for eligible workers, their spouses, widows and widowers, and divorced spouses.  The course will also examine the implications of collecting retirement benefits early as well as delaying retirement benefits.  In addition, the course will cover basic benefits and recent changes to the Medicare benefit system.

Retirement Planning Strategies, 1st Edition, Revised (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

Today's retirement planning must address many dimensions and cover many needs: health care and health insurance; income and asset distribution; Social Security; and, unlike the retirement plans of years ago, continued wealth accumulation. Understand the financial concerns facing retirees, identify the products and services that would help meet those concerns, and review the ethics and market conduct requirements of serving the senior market. This class is critical as you help your clients manage their assets in retirement.

The Ins and Outs of Group Insurance, 2nd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

This course helps insurance agents understand how group insurance works, how group insurance and employee benefits serve both the employer and employees, and how group insurance interfaces with other sources of insurance protection. The course provides an overview of group life, health, disability, and long term care insurance, as well as a review of Section 125 plans. Also addressed is the manner in which group insurance interacts with workers' compensation benefits, individual insurance coverages, Social Security benefits, and other group insurance coverage that may be carried by a spouse or domestic partner.

Life Insurance and Annuities: The Effects of Income and Estate Taxation, 2nd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

Most insurance and financial professionals understand the basic taxation principles regarding cash value build-up and the death benefits in life insurance and annuity contracts. Often overlooked, however, are specific rules, exceptions and conditions that may either expand or restrict the tax benefits. This course will cover how life insurance and annuities can deliver income tax benefits, issues that can cause contracts to lose their tax favored status, special tax rules for business owned life insurance policies and rules regarding tax-free exchanges. The course will also address estate taxation of life insurance and annuities.

Beneficiary Designations - Getting it Right (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

Who gets the money? A few small words can have enormous consequences, so it’s critical to be sure that beneficiary designations are done correctly. All too often the beneficiary designation is taken lightly or done with insufficient understanding of the potential problems, particularly in increasingly common situations involving blended families. In this course attendees will learn how to be sure that the beneficiary designations reflect the owners’ intention and avoid land mines that can result in funds going to the wrong person and adverse tax and probate consequences. The course will cover individual beneficiaries, minor beneficiaries, trust beneficiaries, per stirpes beneficiaries and beneficiaries for business plans. Life insurance, annuities, and retirement plans will be addressed.

Understanding IRAs - Products, Distributions, and Strategies, 1st Edition, 2nd Revision (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

With the retirement of the "baby boomers" well underway, understanding the options and the requirements under the laws, rules and regulations governing IRAs is becoming even more important. This course will review the features and benefits of IRA plans and the relative advantages and disadvantages of different types of IRAs and different IRA strategies. The course will place particular emphasis on distribution options and requirements, understanding transfers and rollovers under the new rules, and IRA conversions.

Disability Income Insurance: Safeguarding Your Future (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

The information in this course is designed to help insurance agents recognize the probabilities of disability, the potential losses resulting from disabilities, and the need for disability income protection. The course will also help insurance agents understand individual disability income insurance as well as other sources of disability income protection such as social security, group disability income protection, and salary continuation plans. This course will address various business loss exposures and applications of disability income insurance to address these exposures. Lastly, the course will address taxation of individual disability income insurance and related options.

Insurance Planning for Seniors, 2nd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

The information in this course is designed for your senior clients with financial peace of mind during their senior years as they plan for their financial future. The course will address their risk management, how to deal with inflation, proper retirement plan distributions, an overview of their social security benefits, also how to analyze their retirement income, investing those retirement assets for the senior market. Lastly, the course will address taxation and market conduct in the senior market, with key resources to assist.

Life Insurance: The Basics and Then Some, 2nd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

With its many components and options, few financial services products offer the range and flexibility of life insurance for both business and personal planning. In this course, agents explore the types of policies and provisions within the products. You will review the fundamentals of life insurance, policy terms and designs, loans and withdrawals, underwriting and more.

Medicare and Medicare Supplements: Closing the Coverage Gap, 3rd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

With increased life expectancy, it's likely that individuals will be enrolled in Medicare longer than expected. Yet Medicare has significant gaps in coverage that can put assets at risk. This class reviews Medicare Parts A-D, the coverage gaps, and Medicare supplements. The course discusses Medicare Select Plans, Medicare Advantage Plans, as well as the impact of the Affordable Care Act. Medicare riders and the use of HSAs are examined. Participants will leave with a better understanding of Medicare eligibility, the original Medicare Plan, what services are not covered by Medicare, and how to close the Medicare coverage gaps. 

Social Security: Now and the Future? 3rd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

According to studies and reports that measure the preparedness for retirement, retirees over the next several years will depend heavily on Social Security Retirement benefits. As such, there will be increased pressure on financial professionals to understand the retirement benefits that Social Security will provide and to integrate these benefits into clients' retirement plans.  After a brief review of the history and development of Social Security, the course will provide in-depth discussion of all Social Security benefits, with specific emphasis on retirement and survivors benefits for eligible workers, their spouses, widows and widowers, and divorced spouses.  The course will also examine the implications of collecting retirement benefits early as well as delaying retirement benefits.  In addition, the course will cover basic benefits and recent changes to the Medicare benefit system.

Retirement Planning Strategies, 1st Edition, Revised (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

Today's retirement planning must address many dimensions and cover many needs: health care and health insurance; income and asset distribution; Social Security; and, unlike the retirement plans of years ago, continued wealth accumulation. Understand the financial concerns facing retirees, identify the products and services that would help meet those concerns, and review the ethics and market conduct requirements of serving the senior market. This class is critical as you help your clients manage their assets in retirement.

The Ins and Outs of Group Insurance, 2nd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

This course helps insurance agents understand how group insurance works, how group insurance and employee benefits serve both the employer and employees, and how group insurance interfaces with other sources of insurance protection. The course provides an overview of group life, health, disability, and long term care insurance, as well as a review of Section 125 plans. Also addressed is the manner in which group insurance interacts with workers' compensation benefits, individual insurance coverages, Social Security benefits, and other group insurance coverage that may be carried by a spouse or domestic partner.

Understanding Indexed Annuity and Life Insurance Contracts (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

The growth in popularity of indexed insurance products, specifically fixed indexed annuities and fixed indexed life insurance policies, has been dramatic. While these products are considered fixed contracts, the interest that is credited to these products is based on the performance of an external financial index. The basic concepts of these products may seem simple, but they are among the most complex of all insurance products. To many, they fall in the middle of the risk spectrum, between traditional fixed annuities and life insurance policies and variable annuities and variable life insurance policies. This course will explain how these products compare and contrast with their fixed counterparts. The course will also cover in detail different interest crediting methods and design characteristics of the indexed product, and the important suitability and market conduct issues related to these products.

Understanding IRAs - Products, Distributions, and Strategies, 1st Edition, 2nd Revision (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

With the retirement of the "baby boomers" well underway, understanding the options and the requirements under the laws, rules and regulations governing IRAs is becoming even more important. This course will review the features and benefits of IRA plans and the relative advantages and disadvantages of different types of IRAs and different IRA strategies. The course will place particular emphasis on distribution options and requirements, understanding transfers and rollovers under the new rules, and IRA conversions.

Beneficiary Designations - Getting it Right (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

Who gets the money? A few small words can have enormous consequences, so it’s critical to be sure that beneficiary designations are done correctly. All too often the beneficiary designation is taken lightly or done with insufficient understanding of the potential problems, particularly in increasingly common situations involving blended families. In this course attendees will learn how to be sure that the beneficiary designations reflect the owners’ intention and avoid land mines that can result in funds going to the wrong person and adverse tax and probate consequences. The course will cover individual beneficiaries, minor beneficiaries, trust beneficiaries, per stirpes beneficiaries and beneficiaries for business plans. Life insurance, annuities, and retirement plans will be addressed.

Estate Planning Techniques: Understanding Trusts, Buy-Sell Agreements, and Special Planning Considerations, 1st Edition, Revised (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

Explore a wide range of strategies that can be used during life and after the decedent's death to accomplish estate planning objectives. This class reviews several types of trusts, the tax implications of placing property in a trust, and special planning considerations for married and non-married couples. Students will discover how buy-sell agreements can facilitate the continuation of a business and create estate liquidity, and how to use powers of attorney and advance medical directives to deal with incapacity.

Medical Assistance Eligibility and the Long-Term Care Partnership Program (4 hour), 2nd Edition, 3rd Revision (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

This class satisfies the mandatory 4-hour ongoing training for Minnesota long-term care producers. Agents who completed the 8-hour initial training for long-term care producers are required to complete a mandatory 4-hour ongoing training course within 24 months of the initial training. Get the latest information and updates to the Minnesota Long-Term Care Partnership Program.

 

Financial Strategies to Achieve Client Objectives, 3rd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

Increase your knowledge and understanding of the issues and tools involved in helping individuals accumulate and preserve financial assets. Special attention is paid to understanding client needs and goals at various stages in life, and understanding the strategies, products, and techniques to help the client achieve their goals and objectives. Specific focus will include determining needs and objectives; saving and accumulation techniques; risk and risk management; and asset allocation.

Insurance Planning for Seniors, 2nd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

The information in this course is designed for your senior clients with financial peace of mind during their senior years as they plan for their financial future. The course will address their risk management, how to deal with inflation, proper retirement plan distributions, an overview of their social security benefits, also how to analyze their retirement income, investing those retirement assets for the senior market. Lastly, the course will address taxation and market conduct in the senior market, with key resources to assist.

Medicare and Medicare Supplements: Closing the Coverage Gap, 3rd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

With increased life expectancy, it's likely that individuals will be enrolled in Medicare longer than expected. Yet Medicare has significant gaps in coverage that can put assets at risk. This class reviews Medicare Parts A-D, the coverage gaps, and Medicare supplements. The course discusses Medicare Select Plans, Medicare Advantage Plans, as well as the impact of the Affordable Care Act. Medicare riders and the use of HSAs are examined. Participants will leave with a better understanding of Medicare eligibility, the original Medicare Plan, what services are not covered by Medicare, and how to close the Medicare coverage gaps. 

Social Security: Now and the Future? 3rd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

According to studies and reports that measure the preparedness for retirement, retirees over the next several years will depend heavily on Social Security Retirement benefits. As such, there will be increased pressure on financial professionals to understand the retirement benefits that Social Security will provide and to integrate these benefits into clients' retirement plans.  After a brief review of the history and development of Social Security, the course will provide in-depth discussion of all Social Security benefits, with specific emphasis on retirement and survivors benefits for eligible workers, their spouses, widows and widowers, and divorced spouses.  The course will also examine the implications of collecting retirement benefits early as well as delaying retirement benefits.  In addition, the course will cover basic benefits and recent changes to the Medicare benefit system.

Life Insurance: The Basics and Then Some, 2nd Edition (CFP Webinar)

$49.00
CREDIT HOURS:
General
4

With its many components and options, few financial services products offer the range and flexibility of life insurance for both business and personal planning. In this course, agents explore the types of policies and provisions within the products. You will review the fundamentals of life insurance, policy terms and designs, loans and withdrawals, underwriting and more.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The College for Financial Planning®—a Kaplan Company does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER, and CFP® (with plaque design) certification marks. CFP® certification is granted only by Certified Financial Planner Board of Standards, Inc. to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements. The College for Financial Planning®—a Kaplan Company is an education and exam prep review provider for the CFP® Certification Examination administered by Certified Financial Planner Board of Standards, Inc. CFP Board does not endorse any education or review course or receive financial remuneration from education or review course providers.