Continuing Education Signup
Build Your Own Continuing Education Presentation:
Your time is valuable. At AdvisorServe, we want to respect your time and engage with you on topics that matter to your practice. Therefore, we are providing you with the opportunity to build your own CE presentation with topics that are relevant to you and your clients. Please select 1-2 of the below topics. You may then add any comments that you think would be important for us to know about the topics you’ve chosen and what matters to you. We will then build a 1-hour CE presentation that qualifies for CFP® Continuing Education.
Please select 1-2 topics that you would like to discuss
*
Introduction: Why does AdvisorServe exist? How can you help my practice?
Introduction: Why address life insurance with your clients?
LTC Planning: Understanding the different LTC Products Available
LTC Planning: Understanding how LTC products work: What triggers benefits? How are benefits paid? Indemnity or Reimbursement? How are claims approved?
LTC Planning: Deep Dive into LTC Hybrids: How do they work? Are they worth the cost?
Life Settlements: How do they work? What’s the bidding process like? What client is a candidate?
Life Insurance Underwriting: Why access to multiple carriers is vital. Can your client skip the exam? What Big Data is being pulled behind the scenes?
ROTH Alternative: Does permanent insurance as a tax-free bucket for retirement income make sense?
Policy Reviews: Why you need to review your client’s term and permanent policies on a regular basis. Case Studies included.
Business Owners: buy-sell agreements, key person coverage
Business Owners: retirement planning for key executives
Business Owners: illiquidity, charitable opportunities
Tax traps to avoid with insurance
Best ways to cover future estate taxes
Creating clients for life with legacy planning
Specific comments about the topics that you want to bring to our attention
Firm Name
*
Firm Contact
*
First Name
Last Name
Firm Contact Email Address
*
example@example.com
Firm Contact Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Number of anticipated attendees
*
Will CFP® CE credit be wanted?
*
Submit
Should be Empty: